Our Pricing
Simple and transparent pricing for Self-Directed retirement plans.
Self-Directed IRA
checkbook controlled
$999 one-time fee
$180 per year
See Plan Highlights
- Checkbook Control means making investments is as simple as writing a check
- Invest in real estate and more tax free
- No minimum balance (with a credit card on file)
- Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
- Get our annual compliance service, included the first year and just $199 thereafter
- We handle all IRS reporting and administration
Self-Directed IRA
custodian controlled
$0 one-time fee
$360 per year
See Plan Highlights
- One low flat annual fee
- No minimum balance (with a credit card on file)
- Invest in real estate and more tax free
- Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
- We handle all IRS reporting and administration
Solo 401(k)
for self-employed
See Plan Highlights
- Best plan for self-employed individuals
- No minimum balance (with a credit card on file)
- Invest in real estate and more tax free
- No account fees
- Get checkbook control
- Save up to $63,500 and borrow up to $50,000 tax free
HSA & ESA
health & education
$0 one-time fee
$360 per year
See Plan Highlights
- 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.
Self-Directed IRA
checkbook controlled
$999 one-time fee
$180 per year
See Plan Highlights
- Checkbook Control means making investments is as simple as writing a check
- Invest in real estate and more tax free
- No minimum balance (with a credit card on file)
- Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
- Get our annual compliance service, included the first year and just $199 thereafter
- We handle all IRS reporting and administration
Self-Directed IRA
custodian controlled
$0 one-time fee
$360 per year
See Plan Highlights
- One low flat annual fee
- No minimum balance (with a credit card on file)
- Invest in real estate and more tax free
- Use a traditional, roth, SEP, or SIMPLE IRA to invest in almost anything
- We handle all IRS reporting and administration
Solo 401(k)
for self-employed
See Plan Highlights
- Best plan for self-employed individuals
- No minimum balance (with a credit card on file)
- Invest in real estate and more tax free
- No account fees
- Get checkbook control
- Save up to $63,500 and borrow up to $50,000 tax free
HSA & ESA
health & education
$0 one-time fee
$360 per year
See Plan Highlights
- 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.