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Fee Adjustment

October 1st, 2020

We are posting this to inform you of several important updates to the Fee Schedule for your New Direction Trust Company account. The updates, including slight adjustments to our fees, will go into effect on November 1, 2020. 

For detailed information on how these changes, including pricing adjustments, may affect your account, please refer to this Fee Schedule.

New Direction Trust Company is committed to offering the highest-quality service to our clients. Our goal is to further improve our customer service and client experience, making it easier than ever to establish, fund, and manage your self-directed retirement investments.

As you have seen over the past year, NDTCO continues to build upon our legacy of technology advancement and product innovation, such as with the recently launched Client Portal, while offering even more education content — all designed to empower our clients and enable them to reach their financial goals.

We greatly appreciate your continued business and support through this time of growth and change. We recognize selecting and managing the investment opportunities that are right for you can be even more challenging in this current environment, which is why you will see more enhancements from NDTCO in the coming months and following year.

If you have any questions or concerns regarding these updates, please do not hesitate to reach out at info@ndtco.com or 877-742-1270.

Bill and Catherine, Co-Founders, New Direction Trust Company



Explanation of Changes

Precious Metals - Annual Administration Fee

Previous Fee New Fee
Over $100k Account Value $145.00 $180.00
Under $100k Account Value $95.00 $130.00
 

Precious Metals - Transaction Fees

Previous Fee New Fee
Basic Transaction Fee $40.00 $50.00
Non-Basic Transaction Fee $150.00 $160.00
In-Kind Asset Reregistration
Fee
$40.00 $50.00
Introducing a new stand-alone Basic Transaction Fee for Exchanges at $70.00
 

Real Estate

Per Asset Previous Fee New Fee
Annual Administration Fee $295.00 $315.00
Mortgage Administration Fee $195.00 $215.00
All Value-Based Annual Adminsitration Fees will increase by $20 annually
 

LLC, Note, Private Equity & Other Private Assets

Per Asset Previous Fee New Fee
Annual Administration Fee      $295.00 $315.00
All Value-Based Annual Administration Fees will increase by $20.00 annually
 

Digital Currency

Previous Fee New Fee
Below $100k Account Value  $250.00 $270.00
$100k - $250k Account Value  $500.00 $520.00
Above $250k Account Value  $750.00 $770.00
 

Publicly Traded Securities

Per Asset Previous Fee New Fee
Annual Administration Fee      $95.00 $115.00

Discount Brokerage Account

Per Asset Previous Fee New Fee
Annual Administration Fee      $95.00 $115.00
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