Fees

 

Click here to print or download STRATA’s IRA Fee Schedule.

In addition to our retail IRA Fee Schedule (shown above) and Crowdfunding IRA Fee Schedule, STRATA maintains other IRA fee schedules for accounts that originate through certain institutional relationships, based on business volume. Inquiries by investment sponsors or advisors may be directed to STRATA’s Business Development team by email to BusDev@StrataTrust.com or by calling 866-928-9394.

 

© 2023 STRATA Trust Company. All Rights Reserved.

STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers.  As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer.  STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.

Investment Products: Not FDIC-Insured  |  No Bank Guarantee  |  May Lose Value

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