CLIENT RESOURCES

PRICING & FEEs

Transaction & Service Fees

The fees below apply to specific transaction and account-related services on our platform. These fees are charged in addition to any applicable asset custody fees. Most standard account features, such as online access, digital statements, and annual reporting are included at no additional cost. For questions, please refer to your complete fee schedule or contact our support team at 888-753-6972.

Additional Information:

  • Fees are charged only when you request and the service is processed.
  • Each fee applies per occurrence or request.
  • Fees may change with prior written notice to account holders.

Trades placed through the Choice app⁴

Apply on asset purchases and sales for digital assets or public securities traded through the Choice app.

Trade Size Fee Rate Notes
Under $50 $0.99 Per trade
$50 – $99.99 $1.49 Per trade
$100 – $249,999.99 1.49% Per trade
$250,000 – $499,999.99 1.25% Per trade
$500,000+ 1.00% Per trade
Public Securities
All tradeable securities $0.005 Per share ($1 per trade minimum)

Alternative Asset Transactions

Apply when funds or assets are transferred or disbursed, used for transaction and asset-related requests.

Transaction Description Fee Rate Notes
Precious metals / Perth Mint purchase, sale or exchange $50 Per transaction
Real estate purchase or sale $150 Per transaction
Expense or loan payment $15 Per request
Alternative asset⁵ purchase, liquidation, sale or subscription $95 Per transaction

Transaction & Transfer Fees

Apply when funds or assets are transferred or disbursed, used for asset-related payments, maintenance, or when an account is closed.

Fee Description Fee Amount Notes
Outgoing Domestic Wire $35 Per wire
Outgoing International Wire $50 Per wire
ACH $15 Electronic transfer for amounts less than $10,000.
Typically received within 3-5 business days.
Check $35 Standard issue check
Cashier’s Check $50 Certified bank check
Overnight Mail $35 Expedited physical mail delivery
State Tax Withholding $35 Per distribution or withdrawal
In-Kind Crypto Transfer Out 1.00% Per asset, of the units being transferred
Partial Termination $150 Applies to outgoing funds when less than 50% of the account value is distributed or transferred.
Complete Termination $300 Full account closure

Expedited Service Fees

Charged for expedited or special handling requests.

Fee Description Fee Amount Notes
Next-Day Processing $100 Rush processing, requests must be received prior to 2:00p PST in good order.
Same-Day Processing $250 Highest priority, requests must be received prior to 10:00a PST in good order.
Special Handling $100 Custom requests requiring manual intervention.

Administrative & Account Maintenance Fees

Cover documentation, compliance, and recordkeeping services.

Fee Description Fee Amount Notes
Duplicate Statements $50 Per request
IRS Form Facilitation / Preparation Fee $100 Per request, for IRS-related documentation.
Corrective Reporting Fee $250 For amended or corrected tax filings.
Legal Action Fee $150 Per hour, for document production related to subpoenas or legal proceedings.
Late Payment or Processing $25 Per request or month. For overdue payments or processing requests received after custodian deadline.
Credit Card Decline or Chargeback $50 Per incident

401(k) Plan Specific Fees

Apply only to self-directed 401(k) plan accounts.

Fee Description Fee Amount Notes
Loan Setup Fee (401k) $225 Per loan
Loan Default Fee (401k) $150 If loan defaults
Plan Amendment Fee (401k) $150 For plan document changes.

Conversion & Asset Re-Registration Fees

Apply to reclassification or retitling of account or assets.

Fee Description Fee Amount Notes
Roth Conversion or Recharacterization $100 Recharacterizations may only be in cash and are irreversible. Roth conversions may not be recharacterized.
Re-Registration $75 Ownership change or asset retitling. Any re-registration fees charged by third-parties will be additionally assessed. $75 re-registration fee applies to each asset.

Annual metals storage fees

Apply to accounts that hold physical precious metals at a depository. Clients can choose between Brinks Global Services, Delaware Depository and Texas Precious Metals Depository locations.

Fee Description Fee Amount Notes
Non-segregated storage $150 Per year
Segregated storage $240 Per year

Fees are subject to change with written notice.

Last updated: November 2025