FEE INFORMATION. Annual Fiduciary Custodian Fee: Starting at $25 The initial fee should be included at the time of account establishment if you do not currently have any additional open First Trust Retirement accounts. The Fiduciary Custodian Fee may be paid by you directly; or the Custodian may deduct them from your IRA or from your monthly distributions. Annual fees will be charged for any calendar year during which the IRA is open. This fee is not prorated for periods of less than one year. In a listing event, a fee may be taken on liquidations to cover the cost of selling your shares on the market. Please see the Financial Disclosure for additional information. This does not apply to any transactions while the investment is non-listed.
Appears in 4 contracts
Sources: Ira Prototype Plan Agreement, Ira Kit Agreement, Ira Prototype Plan Agreement