In a Checkbook model, the fee structure is very straightforward. There’s a flat one-time set up fee, which in most states is just under $1,500. There is also an annual custodial maintenance fee which is less than $200. (We can also set up a Self-Directed Checkbook Solo 401k, which can potentially save even more money. Call us if you think you qualify.
How Do I Get Started?
The first step in setting up a plan with Broad Financial is to give us a quick call. We can send you an easy one-page form to fill out, or we can take your information right over the phone.
For more information, please call us at (800) 395-5200.
