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Simple, Flat Pricing

No asset value fees, transaction fees, asset purchase fees, or research fees.

Self-Directed IRA LLC

complete control (LLC)

$999 one-time fee
$300 per year

New flat fee for all IRAs.

Get Started

Download IRA fee schedule

  • Document Notarization
  • Deposit Verification Letter
  • Overdraft Forgiveness
  • Statement Correction
  • Corrected 1099R/5498
  • Paper Statements / Invoice
  • Roth Conversion / Recharacterization*
  • Unlimited Asset Purchases*
  • LLC Operating Agreement Amendments*
  • Online and paper statements*
  • Stop Payment / Returned Check*
  • Asset Processing*
  • Research*
  • Distribution / Contribution Correction (LLC)*
Items marked with * are services we now provide with our new flat fee.

Self-Directed IRA

control with structure

$300 per year

New flat fee for all IRAs.

Gemini platform available

Get Started

Download IRA fee schedule

  • Document Notarization
  • Deposit Verification Letter
  • Overdraft Forgiveness
  • Statement Correction
  • Corrected 1099R/5498
  • Paper Statements / Invoice
  • Roth Conversion / Recharacterization*
  • Unlimited Asset Purchases*
  • LLC Operating Agreement Amendments*
  • Online and paper statements*
  • Stop Payment / Returned Check*
  • Asset Processing*
  • Research*
  • Distribution / Contribution Correction (LLC)*
Items marked with * are services we now provide with our new flat fee.

Solo 401(k)

for self-employed

$0

With existing IRA Financial Group plan documents.

Get Started

Download 401(k) fee schedule

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

Self-Directed IRA LLC

complete control (LLC)

$999 one-time fee
$300 per year

New flat fee for all IRAs.

Get Started

Download IRA fee schedule

  • Document Notarization
  • Deposit Verification Letter
  • Overdraft Forgiveness
  • Statement Correction
  • Corrected 1099R/5498
  • Paper Statements / Invoice
  • Roth Conversion / Recharacterization*
  • Unlimited Asset Purchases*
  • LLC Operating Agreement Amendments*
  • Online and paper statements*
  • Stop Payment / Returned Check*
  • Asset Processing*
  • Research*
  • Distribution / Contribution Correction (LLC)*
Items marked with * are services we now provide with our new flat fee.

Self-Directed IRA

control with structure

$0 one-time fee
$300 per year

New flat fee for all IRAs.Gemini platform available

Get Started

Download IRA fee schedule

  • Document Notarization
  • Deposit Verification Letter
  • Overdraft Forgiveness
  • Statement Correction
  • Corrected 1099R/5498
  • Paper Statements / Invoice
  • Roth Conversion / Recharacterization*
  • Unlimited Asset Purchases*
  • LLC Operating Agreement Amendments*
  • Online and paper statements*
  • Stop Payment / Returned Check*
  • Asset Processing*
  • Research*
  • Distribution / Contribution Correction (LLC)*
Items marked with * are services we now provide with our new flat fee.

Solo 401(k)

for self-employed

$0

With existing IRA Financial Group plan documents.

Get Started

Download 401(k) fee schedule

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

Miscellaneous Fees

These are automatically deducted from your account at the time of the transaction.

Check Writing Fee — Regular Mail / Priority Mail / Overnight $15 / $22 / $35
Incoming Wire $15
Outgoing — Domestic/International Wire $25 / $45
Expedited Processing — STANDARD (within 48 hours) $75 per transaction
Expedited Processing — PREMIUM (24 hours or less if possible) $200 per transaction
Account Termination Fee $0