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Millennium Trust Company was founded on the belief that there is a growing need for innovative and flexible providers of administrative and custodial services. Today, we are one of the fastest growing financial services firms providing custody of alternative assets in custody accounts, IRAs, Solo 401(k) plans and other retirement plans.
The alternative assets we custody include:
| Hedge Funds |
Offshore Funds |
Private Equity |
| Real Estate |
Futures |
Deeds of Trust |
| Mortgages |
Precious Metals Certificates |
Promissory Notes |
Introducing All-Inclusive Fee Schedule for 2012
The new fee schedule bundles the $50 transaction fee currently charged for each individual purchase/sale, liquidation and capital call into a single, annual fixed fee*.
The new schedule reflects the following changes:
> $300 annual fee for a single asset (formerly $250)
> $350 annual fee for two or more assets (formerly capped at $300)
For existing clients, the new schedule assessed on or around the anniversary date of your account opening. For example, if you paid your annual fee in March of last year, you will be billed the new amount in March of 2012.
Click here to view the new fee schedule or call us at 866.388.6771 for more information.
* Additional processing fees apply for Real Estate, Futures/Forex, Promissory Note and Promissory Note Extensions. Optional Service Fees and Late Payment Fees, etc. still apply.
As a custodian, Millennium Trust Company does not provide tax, legal, or investment advice and therefore does not compete with investment advisors.
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