Pricing

Professional services often require individual pricing because the scope of the work varies from problem to problem and client to client. We also offer a 15-minute consultation for free to help you decide what you need and explain how to use our services.

We offer fixed fees for the following services:

The Initial Transaction Review?™ – $750

The structures of private ventures often vary widely. When self-directed retirement accounts invest, special, often complex, compliance requirements — such as prohibited transaction rules and unrelated business income tax — come into play. Many of our clients come to us with a proposed investment transaction or venture structure.

It’s important to determine whether the proposed structure of your venture complies with the rules before the proposal is implemented. That’s why we developed the Initial Transaction Review™. We’ll tell you what might be wrong with the proposed structure, and we’ll help you identify potential solutions to comply with the rules when you start the venture.

The Initial Transaction Review™ (or “ITR™”) includes:

  • A review by an attorney of a proposed self-directed investment structure to identify SDRA compliance issues and formulate compliance recommendations, and
  • A one-hour consultation for venture participants with the attorney.

If you have an investment in mind, the ITR™ is what you need to choose the best approach.

One-Hour Initial Consultations – $450

For self-directed retirement account investors who have a number of questions, but don’t want an Initial Transaction Review™, we are happy to schedule a one-hour consultation with the attorney. Consultations can be by telephone, or in person at our offices. Contact us at 617-379-6931 to schedule an appointment.

Single Member LLC – $950

SDRAStartup™ services often involve setting up a Single Member LLC (sometimes called a “Checkbook LLC”) to be owed by a self-directed IRA, a SEP IRA, a SIMPLE IRA or a Solo(k) Plan. The owner of the self-directed retirement account serves as the Manager of the LLC.

Our fixed of $950 fee includes:

  • A consultation with an attorney to answer your questions and help you choose the state where your LLC is to be established
  • Preparing and filing all necessary documents to establish your LLC in any of the 50 states and to obtain necessary state and Federal tax id numbers
  • Preparation of an operating agreement for signature by your custodian or Trustee as Member and you as Manager
  • All mailing costs (most of our communications are by secure email)

Our fixed fee does not include the following:

  • State entity filing fees
  • Overnight delivery services and Certified or Registered Mail costs, if any
  • Registered agent fee, if needed
  • Publication costs, if any

Basic Multi-Member LLC – $1450

Our clients often establish a Multi-Member LLC for a venture where their self-directed retirement account invests with others.

Because the structure of a Multi-Member LLC often has to be customized to the requirements of a specific venture, the best way to decide how to structure a venture with multiple investors is to begin with an Initial Transaction Review™. We quote fixed fees for further services after the ITR™

However, we do offer a fixed fee for a basic Multi-Member LLC with one class of members and one or more managers.

Our fixed fee of $1450 includes the following:

  • A consultation with an attorney to answer your questions and help you choose the state where your LLC is to be established
  • Preparing and filing all necessary documents to establish your LLC in any of the 50 states and to obtain necessary state and Federal tax id numbers
  • Preparing an operating agreement for signature by non-member Manager(s) and retirement account custodians or plan trustees as Members
  • An Operating Guide with key information about your LLC, and information about the Prohibited Transactions rules and Unrelated Business Income Tax (UBIT)
  • A 6-month FREE subscription to the SDRAFocus™Guide (a $150 value)
  • All mailing costs (Most of our communications are by secure email.)

Our fixed fee does not include the following:

  • State entity filing fees
  • Overnight delivery services and Certified or Registered Mail costs, if any
  • Registered agent fees, if needed
  • Publication costs, if any

The SDRAFocus™ Guide – $300 Per Year

The best way to keep current with developments in self-directed IRA investing and to stay informed is to subscribe to our SDRAFocus™ Guide. We issue our SDRAFocus™ Guide
e-newsletter six times per year between September and June of the following year. (Yes, we take July and August off to research and prepare the next year’s editions.)

The SDRAFocus™ Guide includes:

  • Planning tips specifically for self-directed retirement account owners
  • In depth articles on current legal and industry issues written by our attorneys and other special guests
  • Upcoming events and alerts to help you keep up with deadlines in the annual compliance calendar for self-directed retirement accounts
  • Links to other useful information available on the Web.

Call 617-379-6931 with any questions, or submit a message using the form at the bottom of this page.