Self-Directed IRA Fees: What Fees Are Involved with a Self-Directed IRA | Madison Trust

In this video, we discuss the most common types of Self-Directed IRA industry fees you may come across on your investing journey.

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Video Script:
In today’s video, we will discuss the most common types of Self-Directed IRA industry fees you may come across on your investing journey.

What are the typical fees that you may come across for your Self-Directed IRA?

Setup Fee
This is a one-time fee that covers the setup of your Self-Directed IRA.

Transaction Fees
Transaction Fees are charged by the custodian for performing transactions on behalf of the account holder.

Asset Based Fee
Some custodians charge an Asset Based Fee, which is a quarterly or annual fee that is charged based on the total value of assets in your Self-Directed IRA.

LLC State Fee
If you’re investing with a Self-Directed IRA LLC, depending on the state, you may be charged an annual LLC State Fee.

Annual Account Fee
This is a fee charged by the custodian for maintaining the Self-Directed IRA.

Now that we’ve covered the common types of Self-Directed IRA Fees, you may be wondering: what sets Madison Trust’s fee schedule apart?

Madison Trust’s Fee Schedule
At Madison Trust, we take pride in our transparent and straightforward fee schedule. Madison Trust charges a Setup Fee, a flat-rate Quarterly Account Fee, and certain Transaction Fees.
Our fees are never based on your account’s value, meaning you will never pay more for being successful!

Are you new to self-direction? We’re here for you!
Our dedicated Self-Directed IRA Specialists are here to answer any questions you may have.
Experience exceptional service for your exciting investment opportunities at Madison Trust!

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