$199 Self-Directed IRA Annual Fee

Save over 50% compared to most custodians.

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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. Why should you be charged more as your account grows? Download fee schedule

ANNUAL RECORDKEEPING FEE
Minimum Recordkeeping Fee* (fee includes your cash account and one asset)
$199
Additional Asset (per year)
$75
Examples: An account with one asset: $99.50 semi-annually / An account with two assets: $137.00 semi-annually
TRANSACTION SERVICE FEES
Account Establishment One-Time Fee
$100
Partial Transfer Out*
$25 per transfer
Full Termination*
$250
Purchase, Sale or Exchange of Non-Real Estate Asset (per asset)
$50
Purchase, Sale, or Exchange of Real Estate Asset (includes earnest money and non-recourse loan if applicable)
$175
ACH Transfers: Incoming or Outgoing
$0
Wire Transfers: Incoming and Outgoing (per item)
$30
Checks (includes all check requests)
$7
Overnight Delivery via FedEx, UPS, USPS, etc.
$30
Cashier’s or Other Official Bank Check
$30
Special Services (e.g., research of closed assets or accounts, legal research, special handling of transaction)
$100 per hour
Returned Items of Any Kind and Stop Payments
$30 per item
Reprocessing of Incomplete Documents (additional fees may apply)
$25 per item
Notary Service (per document)
$15
Re-Registration of Assets: Outgoing*
$50
In-Kind Distributions*
$100 per item
Conversion of Existing Assets
$50 per asset