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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

Account Setup Fee (One-Time)

Traditional IRA & Roth IRA

Per Additional Asset1

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

Fees are subject to change with 30 days written notice. The annual fee is billed in the anniversary month each year. 1If you are signed up on a platform, the platform will count as one asset for account fee purposes. 2Recharacterizations may only be in cash. Roth conversions may not be recharacterized. 3Any re-registration fees charged by third-parties will be additionally assessed. $75 re-registration fee applies to each asset. 4Relating to production of documents related to subpoena or legal action.

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We are dedicated to creating access to alternative assets through Checkbook IRAs and Checkbook Solo 401(k)s.

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Contact Us

Whether you’re an experienced investor or taking your first step into alternative investments, we’ll help guide you through the process, as well as answer any questions you may have specific to your self-directed needs.

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