Madison Trust – Basic Fees
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Madison Trust – Fees at a Glance
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.
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.
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.
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.
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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.