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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 written notice. The annual fee is invoiced 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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