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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 IRA 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 (no
n-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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Education on Self-Directed IRA Fees