Fees

300/yr

Per Asset Plan

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)$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 Investments

• Professional Account Management Support

• Email & Phone Support

Open Single Asset Plan

3,000/yr

Heritage Gold Plan

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

Open Heritage Gold Plan