Simple, honest pricing.
One flat annual fee, and we never take a percentage of your savings. That's the whole idea: you always know exactly what you pay.
Simple pricing. No surprises.
One flat annual fee. That's it. Your fee doesn't grow just because your account does, so you'll always know exactly what you pay.
No percentage of your money. No commissions for selling you anything — because we never sell investments at all.
Placeholder — final pricing coming soon
- We never take a percentage of your savings
- No hidden charges
- No commissions
- No surprises
What's included.
- Holding your investments in your IRA's name
- Keeping your records and yearly statements
- Processing the transactions you direct
- Filing your IRS forms (like 5498 and 1099-R)
- Your secure online account
- Talking to a real person when you call
A flat fee vs. a percentage of your savings.
Our way: one flat fee
You pay the same amount each year, no matter how much your account grows. Grow your savings to twice the size, and your fee doesn't change.
The other way: a percentage
Some custodians charge a percentage of everything you hold. The more you save, the more they take — even if their work is the same.
Common questions about cost.
- Will my fee go up as my account grows?
- No. It's a flat annual fee. Because we never take a percentage, your fee stays the same whether your account is small or large.
- Are there hidden charges?
- No hidden charges and no commissions. Some transactions (like a wire) may have a small, clearly listed fee, and we'll always tell you up front.
- Do you make money from my investments?
- Never. We don't sell investments and we have no stake in what you choose. We're paid only by your flat fee, so our only job is to hold your account well.
Get on the list.
We're opening soon. Get on the list and we'll let you know the moment you can open an account.