Directed IRA offers simple and affordable pricing structures for all account types. This includes account establishment, annual maintenance, and asset transaction fees. We won’t charge you based on the value of your account.
*Annual fee includes three alternative asset holdings.
*View Full Fee Schedules based on account type, see below.
*Asset processing fees for purchase, liquidation, sale, re-registration, in-kind transfer, and payoff.
*Relationship pricing inquiries by RIAs, advisors, institutions, investment sponsors, or other professionals can visit our Business Development page to learn more.
Have questions about self-directing your IRA? Our team is available 8-5 pm MST to answer your questions and help you set up an account.
Unlike many IRA providers, Directed IRA does not charge escalating fees as your account value grows. This flat-fee structure ensures cost-efficiency and transparency—allowing you to plan your investment expenses confidently. Directed IRA is the industry experts, and we have the leading authoritative book, the leading industry podcast, and have an experienced team including attorneys, CPAs, and IRA credentialed professionals. Directed IRA is also the highest rated for customer service and for investment processing times. See our over 1,000 5 star google reviews.
If you’re looking to open a new SDIRA at Directed IRA and have questions about our pricing and fee schedules, book a call with our new account team, here.
Click here to pay Directed IRA account fees and invoices.
Click here to make a new contribution to your SDIRA.
For assistance paying your account fees, reach out to [email protected] or call 602.899.9396 Ext. 12.
Yes, it is possible to pay account fees directly from your IRA funds. This is the deduct form account billing selection that you had an options of selecting when you set-up your account. You can also move to this. Most account owners choose to pay their account fees with a credit or debit card to keep more of their retirement dollars available for tax favored investment growth. The IRS allows you personally pay for your account fees for your IRA or other retirement account and that cost is exempt from the prohibited transaction rules.
Payments may be sent to your Directed IRA account using the following instructions: click here.
No, your annual account fees will remain the same as your account continues to grow. Directed IRA’s commitment to a flat-rate model means that as your portfolio grows, your fees structure stay the same. This ensures long-term affordability for all investors. We do update our fee schedule from time to time and will notify you in advance before any fee changes.
Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Download your free copy today!
New to self-directed retirement accounts? These resources are designed to help you understand the fundamentals and get started the right way.
Access curated webinars, guides, and educational content covering investment options, account structures, and the rules that govern self-directed IRAs.
Mat Sorensen, Attorney, CEO, and Founder of Directed IRA, wrote the #1 book on self-directed IRAs – selling over 50,000 copies nationwide. The Self Directed IRA Handbook is a comprehensive guide written for both investors and advisors alike. Get access to your SDIRA Handbook resources today!