The Entrust Group Inc provides a detailed outline of its fees through the General Fee Disclosure form, essential for the individuals holding or considering opening an account for Traditional, Roth, SEP, SIMPLE, ESA, and HSA purposes. This form, emanating from their Oakland, CA office, encapsulates necessary information ranging from account owner details to the nitty-gritty of various fee structures such as account establishment, annual recordkeeping, transaction fees, and methodologies for fee payment. A one-time account establishment fee is set at $50, while annual recordkeeping fees offer a choice between asset-based or value-based calculations, accommodating a diverse portfolio ranging from alternative assets to precious metals and crowdfunding investments, with fees accordingly adjusted. Transaction fees cover a spectrum of activities including, but not limited to, purchases, sales, exchanges, additional funding, and specialized services like wire transfers or legal research, each with specific charges. Furthermore, payment options for these fees are flexible, allowing payments via credit card or directly debiting from the Entrust account. The form also addresses account termination fees, payment delinquency consequences, and the mechanism for fee collection, ensuring account holders are well-informed of the financial implications of their investment activities. In essence, this disclosure aims to provide transparency and clarity to all account holders or prospective clients, reinforcing Entrust Group Inc's commitment to ethical financial practices.
| Question | Answer |
|---|---|
| Form Name | Entrust Group Inc Form |
| Form Length | 3 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 45 sec |
| Other names | entrust inc, gfd simple esa form, general fee disclosure simple, forms |