ANNUAL ADMINISTRATION FEES

(Assessed and billed annually per asset)

Real Estate Assets	$390 per asset
Mortgage on Real Estate	$275 per asset

PROCESSING FEES

Purchase, Sale, or Exchange	$285
Debt Leveraged	$345

Changes to Interested Party and Limited Power of Attorney Designations Read More
A Closer Look at Fair Market Valuations Read More
FinCEN Beneficial Ownership Information Reporting Read More
To Convert or Not: When do Roth Conversions Make Sense? Read More