Thursday, September 21, 2017
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Fees

fees

Precious Metals IRAs

Establishment Fee $50 (one time; non-refundable)
Annual IRA Maintenance Fee $75 min / $275 max (10 basis points over $100K value)
Annual Storage Fee $100 min (10 basis points)
Transaction Processing Fee FREE (Buy, Sell or Exchange)
Partial Distribution or Transfer In-Kind $40 (each)
Overnight Fee $25 (each)
Wire Fee $25 (each)
Full Termination Fee $100 (flat)

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Church and Charter School Bond IRAs

Establishment Fee N/A
Annual Maintenance Fee $45 (flat)
Non-GoldStar Bond Processing Fee $5 (purchase, sale, maturity or call)
Non-GoldStar Bond Re-Registration Fee varies per other Trustee (each)
Distribution Fee - By Check $5 (each)
Distribution Fee - By Wire $25 (each)
Distributon Fee - By ACH FREE (each)
Overnight Fee $25 (each)
Wire Fee $25 (each)
Full Termination Fee $50 (flat)

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Privately Offered and Other Investments

Establishment Fee $25 (one time; non-refundable)
Annual Maintenance Fee $65 (flat)
Listed Security Trades $25 (plus brokerage fees at cost)
Distribution Fee - By Check $5 (each)
Distribution Fee - By Wire $25 (each)
Distributon Fee - By ACH FREE (each)
Overnight Fee $25 (each)
Wire Fee $25 (each)
Full Termination Fee $100 (flat)

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Hedge Funds

Establishment Fee $25 (one time; non-refundable)
Annual Asset Holding Fee $50 (flat)
Annual Maintenance Fee $65 (flat)
Distribution Fee - By Check $5 (each)
Distribution Fee - By Wire $25 (each)
Distributon Fee - By ACH FREE (each)
Overnight Fee $25 (each)
Wire Fee $25 (each)
Full Termination Fee $100 (flat)

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Non-Traded REITs

Establishment Fee $25 (one time; non-refundable)
Annual Maintenance Fee $65 (flat)
Distribution Fee - By Check $5 (each)
Distribution Fee - By Wire $25 (each)
Distributon Fee - By ACH FREE (each)
Overnight Fee $25 (each)
Wire Fee $25 (each)
Full Termination Fee $100 (flat)

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Bank Accounts Outside the U.S.

Establishment Fee N/A  
Annual Maintenance Fee $75 min / $275 max (10 basis points over $100K value)
Annual Asset Holding Fee $200 (flat)
Additional Purchase and/or Liquidation $75 (each)
Distribution Fee - By Check $5 (each)
Distribution Fee - By Wire $25 (each)
Distributon Fee - By ACH FREE (each)
Overnight Fee $25 (each)
Wire Fee $25 (each)
Full Termination Fee $100 (flat)

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Swiss Annuities

Establishment Fee N/A  
Annual Maintenance Fee $75 min / $275 max. (10 basis points over $100K value)
Annual Asset Holding Fee $25 (flat)
Purchase, Distribution or Transfer $100 (each)
Modification or Surrender $50 (each)
Distribution Fee - By Check $5 (each)
Distribution Fee - By Wire $25 (each)
Distributon Fee - By ACH FREE (each)
Overnight Fee $25 (each)
Wire Fee $25 (each)
Full Termination Fee $100 (flat)

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PERTH MINT CERTIFICATES

Establishment Fee $50 (one time; non-refundable)
Annual Maintenance Fee $75 (flat)
Annual Asset Holding Fee $150 (includes overnight fees)
Partial Liquidation/Re-registration Fee $40 (each)
Distribution Fee - By Check $5 (each)
Distribution Fee - By Wire $25 (each)
Distributon Fee - By ACH FREE (each)
Wire Fee $25 (each)
Full Termination Fee $100 (flat)

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OTHER SERVICE FEES - ALL ASSET TYPES

Partial Transfer of Cash Fee $25 (each)
Partial Transfer of Assets / Distribution In-Kind Fee $40 (each)
Recharacterization Fee $40 (each)
Excess Contribution Removal Fee $40 (each)
Roth Conversion Fee $40 (each)
Late Fee: (30 days past due date) $25 (per occurence)
Research Assistance Fee $50 (per hour)
Insufficient Funds / Returned Check Fee $50 (each)

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GoldStar Trust Company is not affiliated with any broker/dealer, does not offer investments, give investment advice or receive compensation from investments made for your account. GoldStar charges fees for administration and other services related to your account including transaction processing, asset valuation, required tax reporting, precious metal storage arrangements (where applicable) and more.

FDIC NOTICE: IRA and/or Bond investments represented on this website are not FDIC-insured, are not guaranteed by GoldStar Trust Company, and involve risk including possible loss of principal. If held in a GoldStar IRA or GAMMA account, the un-invested cash portion is FDIC insured up to $250,000.