Traditional self-directed IRA providers built their businesses on agent-dependent sales and support, and paper-heavy processes. That overhead gets passed to clients in the form of elevated setup fees and ongoing charges.

We built a digital-first model from the ground up, with structured education, a best-in-class knowledge base, and technology-enhanced support that eliminate overhead without compromising on expertise or compliance. Help is available around the clock, not just during business hours.

The result: setup fees and total cost of ownership at roughly half the industry average, with no per-transaction or asset-value-based fees. As your plan grows and your investment activity increases, your costs don't.

Read more: How are your fees so much less than other providers?

We are still writing this answer.

In the meantime, our frequently asked questions cover most of what people ask about self-directed plans, and the plan overview above sets out how this one works.

If you need an answer now, get in touch and a specialist will reply in writing.

We are still writing this answer.

In the meantime, our frequently asked questions cover most of what people ask about self-directed plans, and the plan overview above sets out how this one works.

If you need an answer now, get in touch and a specialist will reply in writing.

We are still writing this answer.

In the meantime, our frequently asked questions cover most of what people ask about self-directed plans, and the plan overview above sets out how this one works.

If you need an answer now, get in touch and a specialist will reply in writing.