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Updated over 7 years ago on . Most recent reply

Matthew Orme's profile image
Matthew Orme's profile image
Matthew Orme
  • Investor
  • from San Jose, California
  • Member since Jul 27, 2017
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11
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3
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Matthew Orme's profile image
Matthew Orme's profile image
Matthew Orme
  • Investor
  • from San Jose, California
  • Member since Jul 27, 2017
Connect
Matthew Orme
  • Investor
  • San Jose, CA
3
Votes |
11
Posts
General Real Estate Investing

SDIRA w/Checkbook control: CPA Special Advisor Fee?

Matthew Orme
  • Investor
  • San Jose, CA
Posted

Hi All - I'm just starting the process of rolling a portion of an old 401k into a self directed IRA, w/checkbook control. Im still doing some due diligence on which custodian will be the best to go with.I have been told by one custodian(Pensco Trust) that I will need to have a "special Advisor" attached to my self directed IRA/LLc. My questions is does anyone know what this typically costs? Also, is this common practice across all custodians.

Thanks!

Matt

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