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Miscellaneous Fees

Account Pledge 200.00
Customer Handling Fee 4.89
Outgoing Account Non-IRA Transfer Fee 75.00
Returned Check 30.00
Retirement Accounts  
IRA, SEP IRA, SARSEP IRA, Simple IRA, Roth IRA Account Fee 35.00
403(b) Account Fee 35.00
Outgoing IRA ACAT Fee     120.00
Self Trusted Account Fees:
One Plan Set-Up, Paired Plan Set-Up, One Plan & Paired Plan Document Fee 200.00/300.00
One Plan, Paired Plan Annual  Fee 150.00/250.00
One Plan, Paired Plan Closing  Fee Prorated Annual Fee
Custodial Qualified Plans:Profit Sharing & Money Purchase Pension Plans:
- Employer Account Set-Up Fee 75.00
- Per Participant Fee 5.00
- Annual Document Maintenance Fee 75.00
- Closing Fee 50.00 plus Prorated Annual
ACH Stop Payment Fees 20.00
Alternative Investment in Retirement Accounts 100.00 Maintenance Fee
Annual Inactive Fee 35.00
Annual Safekeeping Position Fee 50.00 per year
Bank Wire Customer Funds - Domestic 20.00
Bank Wire Customer Funds - Foreign 75.00
Duplicate Confirmations 1.25
Duplicate Statements 1.25
International Security Transfer 140.00
Transfer on Death (TOD)
- Set-Up 50.00
- Change 30.00
- Distribution Fee 0.10%
Physical Certificate Reject Fee 200.00
Extensions - Domestic Stocks 10.00
Extensions - International Stocks 10.00
Legal Deposits & Transfers 60.00
Non-Mandatory Non-Physical Reorganization Item 40.00
Non-Mandatory Physical Reorganization Item 45.00
Overnight Check Fee 10.00 each
Registered Overnight Mail At Cost
Rule 144 Transfers 25.00
DTC Security Transfer Fee 25.00 per security up to $200.00
Transfer Agent Fees At Cost
Deposit/ Withdrawal at Custodian (DWAC) Fee ranges from $25 to $150

 

 

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