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Self-Directed IRA Services Fees

Self-Directed IRA Custodial Services

Annual fees are listed as follows. Fees are charged proportionately on a monthly basis in arrears and are automatically deducted from your account. Annual fees are as follows:

  • Accounts with Balances:
  • Under $1,000,000: 0.50%
  • Over $1,000,000: 0.275%
  • Minimum Annual Fee: $750.00

It is the responsibility of the Self-Directed IRA Owner to follow all guidelines and requirements pertaining to the Self-Directed IRA including understanding Prohibited Transactions and annual valuation and fair market value reporting requirements.

Guaranty does not provide investment research, review, valuation services, or advice for custodial accounts.

Additional Fees

Additional fees for the following items are according to the published schedule at the time and are in addition to the Trustee, Investment Management, or Custodial Services fees.

Income Collection: from real estate, minerals, notes, and mortgages, and other illiquid assets.

Extraordinary Services: special administration services performed at professional time rates plus out-of-pocket expenses.

Termination: annual minimum custodial or fiduciary fee plus reimbursement of expense charges already incurred or to be incurred for all accounts to the time of and including actual transfer in the event these have not been already applied or taken.

SDIRA Sched appd 122816

Investment products are not FDIC insured, are not bank guaranteed, and may lose value.