Plans and Pricing
Plans and Pricing
Are you ready to take your retirement savings to the next level?
Our commitment to excellence ensures a seamless process as we set up your Self-Directed IRA LLC.
Our experts will provide personalized assistance and guidance. The future of your retirement awaits – don’t delay, secure your financial independence today!
Choose the plan that’s right for you:
Essential Plan
$1495*
- Prepare and File Articles of Organization*
- First Year Registered Agent Service
- Obtain EIN from IRS
- LLC Record Book (Membership Certificates, Ledger, Minutes, Binder)
- Co-ordinate Setup with IRS Approved Custodian
- Initial FinCEN Filing
- 1 Year Online Support
- 1 Year Toll Free Support
Advanced Plan
$1895*
- Prepare and File Articles of Organization*
- First Year Registered Agent Service
- Obtain EIN from IRS
- LLC Record Book (Membership Certificates, Ledger, Minutes, Binder)
- Co-ordinate Setup with IRS Approved Custodian
- Initial FinCEN Filing
- 1 Year Online Support
- 1 Year Toll Free Support
- 1 Year Private Client Portal
Elite Plan
$2495*
- Prepare and File Articles of Organization*
- First Year Registered Agent Service
- Obtain EIN from IRS
- LLC Record Book (Membership Certificates, Ledger, Minutes, Binder)
- Co-ordinate Setup with IRS Approved Custodian
- Initial FinCEN Filing
- Unlimited Online Support
- Unlimited Toll Free Support
- Unlimited Private Client Portal
*Plus state filing fee
1-800-936-0872
Office Hours
9am – 5pm PST Monday – Friday
The information contained on this website has been supplied as general information. We do not provide investment, legal or accounting advice. We recommend that you seek advice from a qualified local investment, accounting or legal counsel.
