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Plan Fees

Self-Directed IRA

with Checkbook Control

$180 annual IRA custodian fee

  • One low flat fee
  • No ongoing transaction fees
  • No account value fees
  • Fee is deducted from your account upon set-up, and deducted in quarterly installments of $45 beginning the following calendar year.

Self-Directed IRA

without Checkbook Control

$360 annual IRA custodian fee

  • Quick and cost-effective Custodial services
  • No account value fees
  • Fee is deducted from your account upon set-up, and deducted in quarterly installments of $90 beginning the following calendar year.

Solo 401(k) | Coverdell | Health Savings


$360 annual IRA custodian fee

  • Quick and Cost Effective Custodial Services
  • No account value fees
  • Fee is deducted from your account upon set-up, and deducted in quarterly installments of $90 beginning the following calendar year.

Services Included

  • Roth Conversion / Recharacterization
  • Stop Payment/Returned Check
  • Statement Correction
  • Corrected 1099R/5498
  • Paper Statements/Invoice
  • Research
  • Document Notarization
  • Deposit Verification Letter
  • Distribution/Contribution Correction (LLC)
  • Overdraft Forgiveness

Miscellaneous Fees

Check Writing Fee - Regular Mail/Priority Mail: $15/$22


Incoming Wire: $15
Outgoing – Domestic / International Wire: $25/$45


Asset Fee - Purchase / Liquidation / Sale / Re-Registration / Exchange: $45 per asset*

Expedited Processing: $75 per transaction

Expedited Processing - PREMIUM (24 hours or less if possible): $200 per transaction

Account Termination (in addition to any transactions and/or service fees that may apply): $200


* Additional fees such as transfer agent fees, brokerage service fees, etc. may apply upon re-registration and may be charged as a separate item.





It's easy—opening an account takes just minutes.

We're also here to answer questions! Don’t know which plan you qualify for? Have questions about a transaction? Our tax professionals will get back to you ASAP.

We can handle the process by phone, email, fax, or regular mail. To get started, fill out the form or call us at 1-800-472-0646. Our expert ERISA and tax professionals are on-site, which greatly reduces the set-up time and cost. You’ll be promptly assigned to one of them and they’ll help you get your self-directed retirement structure started.