Low Fees

Unlike many other providers, our fee schedule is clear, honest and simple to understand. You will see an administration and investment management fee. At FinPath IRA there are no investment transaction fees to pay, and no hidden costs paid to us by any investment provider.

Administration Fee

Annual Fee = $35 (waived for all accounts above $35,000)

Monthly Asset Fee:

$0.67 per $1,000 for all accounts

These fees include full account administration, access to online advice, personalized statements, secure transactions, custody services,and direct 24/7 online access to our Customer Care Center.

Management Fees

Your account will be not be charged any additional asset management fees for screening, review and ongoing monitoring of the investments available to you through FinPath IRA.

Event Driven Fees

These are fees that apply only when you request a service that does not involve the everyday maintenance of your account. The most common fees are:

One-time withdrawal fee



Applies for non-scheduled withdrawals.

Periodic withdrawal fee


per payment

Applies when monthly or quarterly withdrawals are taken.

Paper Statements


per mailed statement

There is NO CHARGE to view and print your quarterly account statement online.

To keep things simple, all fees are collected by selling a prorated share of all of your investments based on the total dollar amount of your fees.

Any other non-standard fees that may apply to your account are listed in the Financial Disclosure provided in the account opening process.

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