Self Directed Advisor | Asset Exchange Strategies
The role of a self directed advisor is to provide you experience, knowledge, and ongoing advice and guidance before the sale, and after. Few firms can actually follow through with all these.
AES provides ongoing access to our professional Advisors past the sale. Over 80% of our business is referral; our clients experience our dedication and enthusiasm for them to succeed.
We have the knowledge and experience garnered over ten years and thousands of clients. We understand your motivations and concerns; whether you’re a first time investor or a seasoned investor.
Our team of attorneys and CPA’s are experienced in setting up and overseeing self directed IRA and 401k plans.
Low Fees
We charge a one-time fee to setup your self-directed IRA or 401k plan and a low annual custodial fee. Our low fee includes:
- Plan structure analysis for potential prohibited transaction
- Plan structure advise for maximum benefit
- Structure compliance
- Reliable information
- Tax advice
- Reporting of taxation
- IRS resolution advice or representation
- Investment autonomy
- Subsequent capitalization
- Exit strategies
We encourage you to work with AES, our firm will provide you with a proven product, sound advice and wealth of experience.
