Choose Your Plan
Affordable Financial Stability for Your Peace of Mind
Per Asset Plan
$300/yr
Start your self-directed retirement journey with our essential account services. Get the fundamentals you need to manage your retirement investments with professional support and standard processing times.
Single IRA Account
$50.00 Set Up Fee (For Each IRA)
$100.00 Transaction Fee (Buying Or Selling Any Asset)
$300.00 Annual Fee For Each Asset Held In The IRA
$35.00 To Wire Out Funds
ACH Free
Roth Conversions Free
Standard Processing
Times For InvestmentsProfessional Account
Management SupportEmail & Phone Support
Heritage Gold Plan
$3,000/yr
Heritage Gold provides expert personalized guidance for your unique retirement journey. From complex investments to comprehensive service for your entire family - all with a simple, transparent fee structure.
$3000 For 10 IRAs Between You and Your Immediate Family
$35.00 To Send A Wire
Free Account Opening
Free Asset Purchases
Free Asset Sales
Free ROTH Conversions
Free ACHs
Additional Accounts $80 Each (After Initial 10 IRAs)
Expedited Processing Times For Investments
Professional Account
Management, Portfolio Analysis & Compliance Reviews
Email, Phone, & Direct Calendar Access
A leader in retirement plan education, we provide self-directed IRAs, Solo 401(k) plans and other tax favored accounts. Contact us to learn more.
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(713) 489-4472