Take Control of Your Retirement
with a Self-Directed IRA
At
FreedomTrust, we empower investors to take greater control over their retirement savings through
Self-Directed IRAs (SDIRAs) and
IRA-owned LLC structures.
Our goal is to give you the freedom to diversify your retirement portfolio — while maintaining professional oversight, compliant administration, and secure custody.
Why a Self-Directed IRA?
A Self-Directed IRA allows you to invest in a broader range of assets beyond traditional stocks and bonds, including:
- Real estate and private placements
- Gold, silver, and other precious metals
- Bitcoin and digital assets
- Private lending, startups, and more
We help you navigate the process so your retirement account remains compliant with IRS rules and structured for long-term success.
Our SDIRA Service Options
We partner with a regulated U.S. trust custodian to provide secure, IRS-approved IRA administration without being tied to a single asset type or platform.
Option 1: Standard Self-Directed IRA
Ideal for:
Clients who want direct access to alternative investments through a qualified custodian.
Setup Fee: $0
Annual Custody Fee:
Included with FreedomTrust advisory services
Highlights:
- Access to a wide range of approved asset classes
- Simple account setup and funding process
- Secure online portal for transparency and control
- FreedomTrust support for investment review and documentation
Option 2: IRA-Owned LLC (“Checkbook Control”)
Ideal for:
Clients seeking maximum flexibility and direct transactional authority over IRA assets.
Setup Fee:
$895 (includes LLC formation, operating agreement, and bank account)
Annual Support Fee: $195 + applicable state renewal fee
Highlights:
- Your IRA owns a dedicated LLC created for investment purposes
- Full checkbook control for faster investment execution
- Custom LLC operating agreement drafted for IRA compliance
- Dedicated support for setup, renewals, and ongoing questions
- FreedomTrust guidance to ensure proper documentation and coordination with the custodian
Choosing the Right Path
We’ll help you determine which structure best fits your goals, experience level, and asset strategy.
| Setup Fee | Annual Fee | Best For | |
|---|---|---|---|
| Standard Self-Directed IRA | $0 | Included | Simplicity and compliance support |
| IRA-Owned LLC | $895 | $195 + state fee | Full control and investment flexibility |
Contact us for a consultation
Ensure the security and expert management of your digital assets. Contact us today for a consultation and take the first step towards a secure and prosperous investment journey.
FreedomTrust LLC (“FreedomTrust") is a Registered Investment Advisor ("RIA") located in the Commonwealth of Pennsylvania. FreedomTrust provides investment advisory and related services for clients nationally. FreedomTrust will maintain all applicable registration and licenses as required by the various states in which FreedomTrust conducts business, as applicable. FreedomTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. View Disclosures.
