Pricing
Pricing & Fees
Simple, flat pricing. We do not charge based on the value of your account.
Simple, flat, and predictable.
Clear pricing for account establishment, annual holding, and real estate processing. Your fee never grows just because your account does.
- Simplified fee structure
- Fees do not increase based on account value
Fee
Amount
New Account Establishment Fee (One-Time)
$100
Annual Asset Fee for Holding/year
$350
Real Estate Processing Fee (One-Time)
$125
No fees based on the value of your account. All fees are quoted in U.S. dollars.
Full fee schedule
Real Estate IRA
Everything, in plain sight.
Core Fees
Fee
Amount
New Account Establishment Fee (One-Time)
$100
Real Estate Processing Fee (One-Time)
$125
Annual Asset Fee for Holding/year
$350
Wire Out Fee
$30
ACH Fee
$5
Situational Fees
Fee
Amount
Roth Conversion of an Asset
$75
Distribution of an Asset
$75
Asset Conversion
$75
Additional Investment
$75
FMV Research Fee
$75
Special Service Fee
$150/hr
Paper Statement Fee
$50
Check Fees
Fee
Amount
Cashier's Check
$30
Returned Check
$30
Stop Payment on Check
$30
Overnight Mail
$50
Also available
HSA & ESA accounts
Self-directed Health Savings and Coverdell education accounts.
Fee
Amount
New Account Establishment Fee (One-Time)
$100
Real Estate Processing Fee (One-Time)
$100
Annual Asset Fee for Holding/year
$50
Wire Out Fee
$30
ACH Fee
$5
All fees quoted in U.S. dollars. No fees are based on the value of your account.
Ready to open your account?
Simple, flat pricing and a specialist to guide you through every step.