The quarterly custodial fee is $105 (this includes the first asset). The custodial fee for additional assets is $25 per quarter.

To learn more about our flat-rate model vs. the asset-based model used by other custodians, please click here: Pricing Model.

Please click here to view our complete Fee Schedule.

The $105 fee will be charged when you sign up for an account, and then quarterly as follows:

January 1st – $105
April 1st – $105
July 1st – $105
October 1st – $105

The minimum cash balance is $500 which may be paid as follows:

1. Personal Check (non-IRA deposit)
2. Credit Card
3. Deduction of $500 from your IRA funds

The minimum balance is not a cost to you. Madison will only deduct funds from the $500 minimum for quarterly fees if an accountholder is in arrears and does not provide any other payment method. Upon account termination, the $500 minimum balance is returned to the accountholder.

1. Credit Card
2. Auto-deduct from your Madison account

Please contact our support team at (800) 721-4900 to update your credit card information.