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A self-directed IRA is different from a traditional IRA because the account holder has essentially free reign over the types of investments they can put into it. A custodian limits the investments ...
A self-directed individual retirement account is an individual retirement account (IRA) which allows alternative investments for retirement savings. Some examples of these alternative investments are real estate, private mortgages, private company stock, oil and gas limited partnerships, precious metals, digital assets, horses and livestock, and intellectual property. [1]
The custodian, typically a parent, guardian or another trusted adult manages withdrawals, contributions and investments of the custodial Roth IRA. Custodians have the ability to invest the funds ...
Firms on Harness Wealth typically charge a 1 percent investment management fee for the first $1 million in assets under management. À la carte financial services such as estate planning creation ...
Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts.. Established in 1946, the company is one of the largest asset managers in the world, with $5.8 trillion in assets under management, and $15.0 trillion in assets under administration, as of September 2024
Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.
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