Madison Trust – Basic Fees

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Thousands of investors have already found success with Madison’s client centered platform. Find out how informed live support and a flat fee structure make all the difference.

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We aim to keep our fees simple, but we know that many situations are unique.

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Madison Trust – Fees at a Glance

Set Up

This is a one time fee incurred at the establishment of the Self Directed IRA. Once you’re set up, you’ll never see it again.


This is a quarterly flat-rate fee that covers all basic processing and IRS-mandated Custodianship.

Asset Based

Madison Trust uses a flat rate schedule for the benefit of its clients. You will never be charged based on the value of your assets.

Do you charge asset based fees?

No. The value of your assets has no bearing on the fees that are charged. Madison believes that clients should enjoy a flat rate schedule and never be charged for investing successfully.

Are there transaction fees?

Yes. However, many clients never invoke a transaction fee as their assets are not transaction oriented. (A good example of this would be a private placement.) Please contact us for a complete list of possible transaction fees.

We’d like to thank our amazing clients for making Madison Trust

the industry’s highest reviewed trust company.

BBB  A+ 4.9 stars   Fivestar
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How does Madison set up a Self Directed IRA?

We love answering questions.

Join the thousands of clients who have succeeded with Madison Trust.

Madison Trust is that rare company where customer service is alive and well. No endless phone menus just to be routed to a call center somewhere overseas. Instead, your calls are answered by associates who have great communications skills and who really know their stuff! They are quick to answer any questions you may have and will make sure you are satisfied by the end of your call. It really is a pleasure to do business with this company.

Mark P.