2019 Fee Increase Notice

STRATA Trust Company (“STRATA”) has worked to minimize price increases for its self-directed IRA custodial services. However, in recent years, STRATA has experienced an increase in the cost of doing business, including the external vendor fees we must pay to provide accountholders with services such as statements, tax form reporting, and online account access.

In our effort to match fees to the work required, some service fees will increase, effective March 1, 2019.

Respective fee increases are noted in our Forms section here.