Role of Self Directed IRA Advisor

Self Directed 401k | Real Estate IRA

AES Self-Directed Advisor Service

We charge a one-time fee to setup your self-directed IRA plan, and a low cost annual custodial fee. Our fee includes these services:

  • Low fees
  • Plan structure analysis for potential prohibited transaction
  • Plan structure advise for maximum benefit
  • Structure compliance
  • Reliable information
  • Tax advice
  • Reporting of taxation
  • IRS┬áresolution advice or representation
  • Investment autonomy
  • Subsequent capitalization
  • Exit strategies

We encourage you to weigh your options carefully and work with a firm that can provide you with a proven product, sound advice and wealth of experience.