Our Fees:
At IRA Resources, Inc. we are specialists in private placements, LLCs, and other closely held investments. If you wish to do notes and/or real estate refer to the Oakland Office for Entrust
Fee Disclosure:
NOTE: These fees only apply to Accounts with IRA Resources, Inc.
To Establish an Account: $100.00
Minimum Record Keeping Fee: $165.00**
Per Additional Asset, per year: $20.00
For Example:
An Account with one asset: $165.00 per year
An Account with three assets: $205.00 per year
To transfer/convert a cash account from another custodian, trustee or record keeper: NO CHARGE.
To transfer/convert Existing Notes, LP's, LLC's, GP's, Private Offerings, Stocks, Bonds and/or Mutual Funds: $25.00 per asset, as well as any transfer fees charged by third parties, or actual costs of transfer.
Fees are billed on a semi-annual cycle based on the estabalishment date of your account(s)
Activity and Special Service Fees and Important Disclosures
You agree to pay for any extraordinary services or requests not covered above prior to the provision of the service. IRA Resources, Inc. does not provide account services in conjunction with any investment products for sale. Account fees are charged in advance or in connection with record keeping services and are at no time refundable. Fees are billed and payable semi-annually based on your establishment date. Annual record keeping and administration fees are not pro-rated. These fees are normally withdrawn from your uninvested funds balance within 30 days after the invoice date, unless paid directly. If there are insufficient uninvested funds in your account, we will liquidate other assets to pay for such fees, after 30 days from notifying you, in accordance with your Plan and Trust Disclosure. If the assets within your IRA are unable to be liquidated, IRA Resources, Inc. shall bear no responsibility for any adverse tax consequences as a result thereof. IRA Resources, Inc. reserves the right to sell any past due receivables to a collection and credit reporting agency. Annual Record keeping Fee may also be paid by check, American Express, VISA or MasterCard.
Minimum balance requirements may be required to maintain each client acc ount. This amount should not exceed $250.00, however, IRA Resources, Inc. reserves the right to set minimum balance require ments at its sole discretion.
Your undirected cash is placed in FDIC insured banks through your custodial bank. We will make our best effort to notify you of all changes to your fee schedule within 30 day notice posted on the internet on our website at www.IRAResources.com. If you do not have access to the internet please let us know so that changes may be sent to you in written form. In accordance with your Account Application, this Fee Disclosure is part of your Agreement with the Administrator and must accompany your Application. PLEASE PRINT, SIGN AND MAIL THIS FORM TO OUR OFFICE INDICATED AT THE TOP OF THIS DOCUMENT.
This page is for reference only - a signed copy must be sent with your application and is included in the forms for each application or from the link to the pdf at the top of this page.
Updated July, 19 2010
IRA Resources, Inc.
6825 La Jolla Blvd La Jolla, CA 92037 | Phone: 888 322-6534 Phone: 858 459-1212 Fax: 858 459-6565 |