$75/half hour (minimum charge in increments of half hours)
Special Services: Includes but is not limited to research of closed accounts, processing foreclosures, and tax issues –
$25/month until account is brought back to the minimum balance.
If fees are deducted from your account causing your cash balance to fall below the required minimum account balance –
4% charged for all credit card transactions.
Credit Card Convenience Fee –
$3 for each piece of mail forwarded
Mail Forwarding Charge (scan, email or envelope by regular mail) –
Deposit Research (if deposit coupon is not included with deposit) –
Copy of sent, cleared or canceled checks/Reproducing tax documents (5498/1099)/Duplicate Statements –
Returned Items/Stop Payment Request/Credit Card Decline –
990-T Processing, Reversal of Fees for Alernate Payment Method –
0.5% of the termination value plus applicable transaction fees, (Minimum fee of $150, maximum fee of $500). Annual Record keeping fees are not prorated when an account closes.
Partial or Full Account Termination: Includes transfer of assets from your American IRA, LLC account to another administrator/custodian and lump-sum distributions –
Federal or State Tax Withholding –