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Initial Setup
- $3,250 with LLC/ $1,750 IRA only
This
is a one time fee for each accountholder, regardless of the number of
accounts, which pays for the initial consultation; search for the most
appropriate IRA Custodian/Trustee based on the intended investments, and
preparation for the first real estate transaction.
Initial Setup for Spouse/Domestic Partner
- $1,000
This
is a one time fee for the spouse/domestic partner of an existing client of
Independent Executive Management, LLC, which pays for the initial
consultation; search for the most appropriate IRA Custodian/Trustee based on
the intended investments, and preparation for the first real estate
transaction.
Annual Servicing Fee
-
$1,250
This
is an annual fee, regardless of the number of assets or the value of
account, which pays for the administrative tasks required to remain in full
compliance of the IRA Custodian/Trustee rules as well as IRS and ERISA
regulations.
Custodian Fee
-
Varies by
Custodian/Trustee
This
is an annual fee charged to custody or hold the assets as well as the
issuance of periodic account statements.
LLC
Documents and Filing
-
Included in Initial Services
This
is a one-time fee, which pays for the research, preparation, and filing of
all necessary legal documents within the state of formation.
Tax
Preparation
-
Varies by complexity
This is a
one-time fee which pays for the research, preparation, and filing of all
necessary tax forms required by the local, state, and Federal Government. |
