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