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Description
The fees associated with a Crypto IRA include an Annual Account Fee of $295 imposed by Directed IRA, a trading fee of 1% for each transaction, and a $50 fee for processing the funding of your Gemini account. These charges can either be billed to the credit card you have on record or deducted directly from your Directed account. Additionally, Gemini applies a trade fee that ranges from 0.25% to 0.35% per transaction. Furthermore, you have the convenience of transferring cash from your Crypto IRA at Directed to your Self-Directed IRA within the same institution, allowing you to pursue other investment opportunities through Self-Directed accounts. This flexibility can enhance your investment strategy and portfolio diversification.
Description
Guardfolio is a risk management platform tailored for self-directed investors and retirees concerned about their financial exposure. It empowers users to gain insight into their comprehensive risk across multiple accounts, identify hidden overlaps and concentrations, monitor allocation changes, and assess portfolio diversification all in one centralized location.
Rather than being overwhelmed by the constant fluctuations of the market, Guardfolio emphasizes practical risk alerts and straightforward guidance. Users can keep track of their investments in stocks, ETFs, mutual funds, and other assets, receive tailored rebalancing advice, evaluate their portfolio's health metrics, and gain a clearer understanding of correlation, volatility, and concentration risks over time.
This platform is specially crafted for investors aiming to maintain diversification, minimize unexpected financial shocks, and rebalance their portfolios with assurance, all without the need for daily market checks. Moreover, Guardfolio operates through read-only connections and is compatible with over 50 brokers, exchanges, and wallets, making it a versatile tool for managing investment risks effectively.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Bitcoin
Ethereum
Gemini
Pricing Details
$30 Fee
Free Trial
Free Version
Pricing Details
$20/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Directed IRA
Founded
2018
Country
United States
Website
directedira.com/cryptocurrency/
Vendor Details
Company Name
Guardfolio
Founded
2025
Country
United States
Website
guardfolio.ai/
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection