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
$360 per year*
*Flat fee paid annually, quarterly, or monthly after first year.
Included Services
- Annual compliance service included the first year and just $199 thereafter
- 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)*
Self-Directed IRA
we do everything
$360 per year*
*Flat fee paid annually, quarterly, or monthly after first year.
Included Services
- 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)*
Solo 401(k)
for self-employed
Included Services
- Document Notarization
- Deposit Verification Letter
- Overdraft Forgiveness
- Statement Correction
- Paper Statements / Invoice
- Roth Conversion / Recharacterization
- Stop Payment / Returned Check
- Research
- Distribution / Contribution Correction (LLC)
Get up to $200 cash back when you open an account!
Get $200 back into your account when using retirement funds to establish a Self-Directed IRA LLC, Solo 401(k) or ROBS Solution. If you establish your new account with a credit card, instead, receive a $200 discount.
Receive $50 when establishing a Custodian Controlled Self-Directed IRA.