Account Pricing
One-Time Setup Fees
IRA LLC*
State Filing Fee (Additional)
Registered Agent Fee (Additional)
IRA Trust*
$1250
Varies by State
$40 (If Applicable)
$995
* Please note there is a $300 fee per additional Member/Grantor
Account Fees
Custody Services provided by
Traditional IRA & Roth IRA
SEP IRA & SIMPLE IRA
Additional Participant
Per Additonal Asset1
Solo 401(k) Plan
Additional Participant
Per Additonal Asset1
$50
$375
$75
$475
$75
$75
$475
$150
$75
Transaction Fees
Outgoing Domestic Wire
Outgoing International Wire
Check
Cashier’s Check
ACH
Stop Payment, Return Check/Wire
Credit Card Declined, Chargeback
Duplicate Page Statements
EIN Creation
Loan Setup Fee (Solo 401(k) Plans Only)
Loan Default Fee (Solo 401(k) Plans Only)
Plan Amendment (Solo 401(k) Plans Only)
$35
$50
$35
$50
$35
$50
$50
$30
$25
$25
$150
$150
Next-Day Processing (Within 24 hours)
Same-Day Processing (Documents received by 10AM)
Medallion Stamp
Overnight Mail
Roth Conversion or Recharacterization2
Re-Registration (Per Asset)3
IRS Form Facilitation / Preparation Fee
Legal Action Fee4
Corrective Reporting Fee
Late Fee
Partial Termination (50% or more of Account)
Complete Termination
$100
$250
$35
$35
$100
$75
$100/each
$150/hour
$250/each
$25/month
$150
$300
We are dedicated to creating access to alternative assets through Checkbook IRAs and Checkbook Solo 401(k)s.
