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    THE COST EFFECTIVE SELF-DIRECTED IRA

    Our fees are not like most self-directed IRA custodians' fees.  Our annual fee is per asset, not based on the value of your account. As your account grows, why should you be charged more? 

    Self-Directed Account Establishment Fee - $100
    Yearly Account Administration Fees (billed on a semi-annual cycle)

    Minimum Record Keeping Fee (fee includes your cash account and one asset)
    Example: An account with one asset is billed $99.50 semi-annually
    $199
    Additional Asset (each per year)
    Example: An account with two assets is billed $137.00 semi-annually
    $75
    Account Transaction Fees (buy / sell of asset)
    Purchase, sale, or exchange per asset (non-real estate)
     $50
    Purchase, sale, or exchange of Real Estate asset (includes earnest money and non-recourse loan if applicable)   $175

    Account Termination Fees

    Full Termination*   $250

     

    Other Transaction Fees
    ACH transfers, incoming, and outgoing
    $0
    Wire transfers, per item, incoming and outgoing
    $30
    Overnight delivery via FedEx, UPS, USPS, etc.
    $30
    Checks (per check)
    $7
    Cashier's or other official bank check
    $30
    Special services (i.e. research of closed assets or accounts, legal research, or special handling of transactions)
    $100
    Returned items of any kind and stop payments (per item)
    $30
    Reprocessing of incomplete documents (per item) (additional fees may apply)
    $25
    Notary service (per document)
    $15
    Re-registration of assets*
    $50
    In-kind distributions* (per item)
    $100
    Transfer / convert existing assets (per asset)
    $50
    Partial Transfer Out* (per transfer)
    $25

    *Additional fees charged by third parties may apply

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