Forge Trust + Sense Financial + You

Our New Agreement with Forge Results in 40% Fee Reduction

As a client of Sense Financial you will enjoy significant fee reduction!

Sense Financial and Forge Trust as IRA Custodian

Comparing the Fee Structure based on a single asset:

Directly with Forge

$85 Quarterly Account Maintenance Fee
$25 Quarterly Asset Fee
$50 Purchase, Liquidation or Transfer Fee
Fees deducted from IRA account balance
Total Annual Cost: $490

Forge through Sense Financial

$300 Flat Annual IRA Maintenance Fee
40% savings for client
Sense Financial is responsible for collecting the fee
Forge invoices Sense Financial for all clients in bulk
Termination and wire fees remain the same

Detailed Fee Schedule

Effective Date

The new fee structure for Sense Financial clients goes into effect on July 1, 2023

Setup Fee: $300

To take advantage of the reduced IRA custodian fees with Forge and become a Sense Financial client pay one time administrative/setup fee of $300

Click on the button below to submit your payment.

Setup fee: $300

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