The fund's custodian (UMB) charges a $15 annual fee for IRA accounts. That doesn't go to us,
but to them for the maintenance of your account. It's 100% pass through.
The actual investments held in the IRA will still be subject to annual operating expenses and some underlying expenses, but there are no additional or annual fees associated with your Aspiration IRA.
Another brokerage or retirement plan provider may charge a fee to close a retirement account, or to transfer or rollover that account to Aspiration.
Comments