Transparent Pricing
No Hidden Fees
We believe in radical transparency. Here is exactly what you'll pay.
Self-Directed IRA Fees
Account Setup Fee
One-time fee to open your account
$50
Transaction Fee
Per investment purchase or sale
$100
Asset Holding Fee
Per asset held in your account (annual)
$300
Wire Transfer Fee
Outgoing domestic wire transfers
$35
Additional fees as applicable
Solo 401(k) Fees
Plan Setup
One-time setup fee for new plans
$85
Annual Plan Fee
Covers plan administration and compliance
$1,500
Transaction Fee
Per investment purchase or sale
$0
Participant Loan Setup
One-time fee to establish a loan from your plan
$0
Additional fees as applicable
What's Included in Your Annual Fee
Direct access to our IRA specialists. Get answers when you need them.
We handle all required IRS filings, including Form 5498 and Form 1099-R, so you don't have to worry.
View your account balance, track investments, and submit documents 24/7 through our secure platform.
Detailed account statements available 24/7 through our secure platform.
Access to guides, webinars, and articles to help you make informed investment decisions.
Transparent by Design
Our pricing structure is built on years of industry research and a commitment to clarity. Our published fee schedule outlines standard fees, and when a fee applies to your account or investment, we aim to communicate it upfront so you can move forward with confidence.
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