Self-Directed IRA and 401(k) Plan Fees: How Fee Structures Affect Long-Term IRA Returns

Posted by William “Bill” L. Exeter May 20, 2026 Self Directed IRA Basics Leave a Comment

Download as a PDF The fee structures of a self-directed IRA or a self-directed 401(k) plan can have a direct and long-lasting effect on investment performance. By the end of this article, you will understand how layered IRA and 401(k) plan custodian fees (i.e., the nickel and dime approach) can reduce long-term growth, why percentage-of-value […]

Choosing the Right IRA Custodian: Balance between Technology and High-Human-Touch

Posted by Brett L. Davis Mar 12, 2026 Self Directed IRA Basics Leave a Comment

Introduction In the current landscape of financial services, the push toward automation is relentless. “Robo” solutions and algorithm-driven platforms promise efficiency, speed, and lower costs. For standard, publicly traded securities, these technological advancements work exceptionally well. However, as a financial advisor, you know that your most valuable clients often require solutions that fit outside the […]