Whether you are offering a fund or you are a private placement representative, fund manager, private money lender, or capital provider, self-directed IRAs provide a huge opportunity to grow your business. That’s because SDIRAs allow individuals to use their retirement funds to invest in your offering.
In fact, you may already have clients in your database with retirement funds available to invest in your offering. By offering your clients self-directed IRAs, you’re differentiating your business from your competition, providing further value to your clients and giving them additional reasons to rely on you as their trusted partner.
Many competitors charge self-directed IRA fees based on asset value, but we believe in helping your clients build their retirement, not taking away from it. That’s why we charge a flat-rate annual fee per investment. When your clients’ wealth grows, their fees stay the same.
Holding the Certified IRA Services Professional designation, the IRAR team is made up of industry experts with a deep understanding of self-directed IRA rules and strategies that can help you bring value to your clients. In addition to some of the industry’s lowest fees, we answer the phone when you call.