Self Directed IRA Fees

Here’s what you need to know
Self Directed IRA fees typically fall into one of two categories: asset based and flat. The differences between the two can have huge implications for your retirement investing.

The Madison Trust Fee Schedule

Setup fee: $50

Setup is a quick and easy. Start by filling out a simple application and within 3 weeks your accout should be fully funded. For investments that need to move more quickly, Madison offers expedited service.

Quarterly Custodial: $105

As your Custodian, Madison will file all the necessary paperwork, send you updates, and keep you in the loop with regulatory changes. Meanwhile, you can focus your energy on maximizing your investments.

Premium Support: $0

There’s a reason Madison is the industry’s highest-rated Self Directed Custodian. We provide every client with free lifetime support. This is a new venture for you and we’ll guide you every step of the way.

What are the standard fees for a Madison Trust client?

There are two basic fees for a new Madison Trust client. The first is a $50 set-up fee. This is a one time charge. The second is the $105 quarterly maintenance fee which includes the holding of one asset.
Tell us about your specific investment and we’ll give you a quote on the applicable fees.

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

The Industry’s Highest Reviewed Trust Company.

Why is a Custodian important?

Your choice of Custodians is one of the most essential decisions you’ll make. The right Custodian will facilitate your Self Directed investing with industry knowledge, amazing customer service, and efficient transactions. Success is found when all these elements come together.

Simple Account Set-Up

Rolling over your existing retirement funds is easy. The Madison team will guide you through the process and you will be up and running in about three weeks. If your investing requires a quicker solution, Madison offers a streamlined expedited service.

How does Madison set up a Self Directed IRA?

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.

Ready to start investing in your future?

Fill out our form, and one of our IRA Specialists will answer any questions that you may have.
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