Fee Changes Effective August 1, 2019

New Direction Trust Company strives to assess competitive fees within the self-directed retirement industry. We also place significant value on fee transparency; NDTCO will never attempt to conceal fee information or make changes without notifying our clients.

As such, please review the following information carefully. Click here to review our updated Fee Schedule.

To open a NEW ACCOUNT:

If you hold NON-PRECIOUS METALS assets:

  • In-Kind Distribution/Transfer Fees
    • $50 transaction fee
    • Movement of funds fee ($5 for a check or ACH, $30 for a wire)
    • ½% of the total distribution value (minimum of $75, maximum of $250). This fee is WAIVED for required minimum distributions.

If you hold PRECIOUS METALS assets:

  • Annual Administration Fees
    • Metals holdings valued between $0 - $100,000 will carry a $95 annual fee (from $75)
    • Metals holdings valued over $100,000 will carry a $145 annual fee (from $125)
  • Transaction Fees
    • $40 purchase/sale/exchange of ONLY Basic Metals (see list below)
    • $150 purchase/sale/exchange including ANY non-Basic Metals
    • $30 to issue a wire transfer (from $25)
  • Cash Distribution/Transfer Fees:
    • ½% of the total distribution value (minimum of $75 (from $25), maximum of $250 (from $95))
  • In-Kind Distribution/Transfer Fees
    • $40 transaction fee
    • Movement of funds fee ($5 for a check or ACH, $30 for a wire)
    • ½% of the total distribution value (minimum of $75, maximum of $250). This fee is WAIVED for required minimum distributions.

Basic Precious Metals

PLEASE NOTE: Any precious metals items not included on this list are considered “non-Basic”.

  • Bars (any weight: Gold, Silver, Platinum, Palladium)
  • American Eagle Coins (any weight: Gold, Silver, Platinum, Palladium)
  • Canadian Maple Leaf Coins (1 ounce: Gold, Silver)
  • American Buffalo Coins (1 ounce: Gold, Silver)
  • Australian Kangaroo/Kookaburra Coins (1 ounce: Gold, Silver, Platinum)
  • Austrian Philharmonic Coins (1 ounce: Gold, Silver)
  • Britannia Coins (1 ounce: Gold, Silver, Platinum)
  • South African Krugerrands (1 ounce: Silver)

For more information about these fee changes or self-directed IRA investing, please don’t hesitate to contact us at 877-742-1270 or info@ndtco.com.

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