There is a $50 account establishment fee that is due when you send in your application paperwork. There are no annual fees charged until your account makes an investment. You may choose between two options for your annual recordkeeping fee – Value-Based (based on the value of the account) or Asset-Based (based on the # of assets your account holds). As an example, an account with one property would pay $275 per year.
Most clients agree that the fees are inconsequential compared to the savings. Please download our Fee Agreement for complete details about your options.