Freedom Growth Services
Custodial AnalysisLet us help you find the self-directed IRA that’s right for you. We’ll consider the size of your account, the expected number of transactions, the frequency of the cash flow and the level of service and control you require. Choosing the right custodian is the first investment decision you need to make. It could save you thousands of dollars over the span of your investment. Click here for sample plan. $295.00* |
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Freedom Growth Solo(k)While IRA’s require a 3rd party administrator, 401(k)s do not. If you qualify for a Solo(k), you can choose whether you would like to have a custodian involved or not. Freedom Growth will present the pro’s and con’s of each scenario, and if a custodian-less 401(k) is right for you, we’ll set it up. Includes:
$1,995.00 |
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Freedom Growth LLCFreedom Growth will help you establish a Special Purpose LLC that allows you to invest your retirement funds with much more control. Sometimes called a Checkbook IRA or a Real Estate IRA, a Special Purpose LLC is a separate business entity that is owned by your retirement account. The LLC allows for much more freedom to invest without having a custodian involved every step of the way. We can help you create an LLC in all 50 states. Includes:
$1,500 + State Fees for a Single-Member LLC. $2,500 + State Fees for a Dual Member LLC. State fees vary by State. Please contact Freedom Growth for a specific quote. The LLC MUST be paid from your IRA. |
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Consulting FeesBecause of our expertise in self-directed IRA investing, we provide our clients assistance with previous investments. If you have an investment that was structured improperly, could be a prohibited transaction or needs to be transferred to another custodian, Freedom Growth can help. We will listen to understand your situation and provide a free quote upfront. Please contact us for more information. |
* If we earn a commission from an investment you place with us, we’ll refund this fee.
