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Due to Covid-19 related USPS mail delays of our client statements, late fees for non-payment of Annual Maintenance Fees will not be assessed until Apr. 30th (extended from Mar. 16th) – Learn More
Delivery of our client statements and payments have been impacted due to COVID-19 related USPS mail delays.
In response, Equity Trust has pushed out the date for assessments of late fees for non-payment of Annual Maintenance Fees from March 16th to April 30th. (Due date for the 2020 AMF invoice was Wednesday, March 3, 2021.)
Equity Trust’s continued growth and success is based in part on our commitment to providing incredible services for a fair price. While some IRA custodians have complicated fee structures and others require large upfront set-up fees (sometimes thousands of dollars), we provide a straightforward fee schedule.
With our all-inclusive fee schedule, there are no hidden fees or surprise charges. It’s very simple and easy to understand, and it comes with unbeatable value that you can only get from a leading self-directed IRA custodian.
Portfolio Value | Standard Fee |
$1-14,999 | $205.00 |
$15,000-24,999 | $290.00 |
$25,000-49,999 | $330.00 |
$50,000-99,999 | $400.00 |
$100,000-199,999 | $480.00 |
$200,000-299,999 | $660.00 |
$300,000-399,999 | $710.00 |
$400,000-499,999 | $1,025.00 |
$500,000-599,999 | $1,680.00 |
$600,000-699,999 | $1,785.00 |
$700,000-799,999 | $1,890.00 |
$800,000-899,999 | $1,945.00 |
$900,000-999,999 | $1,995.00 |
$1,000,000-1,999,999 | $2,050.00 |
Over $2,000,000 | $2,150.00 |
Account Set-up Fee: Online Application Paper Application | $50.00 $75.00 |
Please note the following:
Special maintenance fees apply to Equity Trust CESA accounts opened on behalf of children and teenagers under the age of 18: