PROCESSING FEES
Wire Transfers – Outgoing/Incoming – $30
Exchange, Re-registration, Re-characterization of an Asset/Liability or Leveraged Assets – $95
Cashiers Check – $50 (includes overnight mail)
ACH/Trust Checks/Voided Checks – $10
Notary – $5
Overnight Mail – $20 processing plus shipping costs
Certified Mailing – $10
Expedited Investment Review – $95
Other Fees
Special Services: Includes but is not limited to research of closed accounts, processing foreclosures, and tax issues – $75/half hour (minimum charge in increments of half hours)
If fees are deducted from your account causing your cash balance to fall below the required minimum account balance – $25/month until account is brought back to the minimum balance.
Credit Card Convenience Fee – 4% charged for all credit card transactions.
Deposit Research (if deposit coupon is not included with deposit) – $25
Copy of sent, cleared or canceled checks/Reproducing tax documents (5498/1099)/Duplicate Statements – $15
Returned Items/Stop Payment Request/Credit Card Decline – $30
990-T Processing, Reversal of Fees for Alernate Payment Method – $50
Partial or Full Account Termination: Includes transfer of assets from your American IRA, LLC account to another administrator/custodian and lump-sum distributions – 0.5% of the termination value plus applicable transaction fees, (Minimum fee of $150, maximum fee of $250). Annual Record keeping fees are not prorated when an account closes.
Regularly Scheduled Distribution Fee (Monthly/Quarterly/Annually) $25
Federal or State Tax Withholding – $10