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What are the fees for a Groundfloor IRA? If I invested in the Flywheel Portfolio, would those fees be included as well?
What are the fees for a Groundfloor IRA? If I invested in the Flywheel Portfolio, would those fees be included as well?
Constantina Kokenes avatar
Written by Constantina Kokenes
Updated over 3 weeks ago

Groundfloor IRA uses custodial fees that are covered by Groundfloor through June 2025. This includes fees for opening and maintaining your IRA account. We'll give at least 90 days notice if we decide to issue fees beyond that date. If you'd like to know more about potential future fees, you can check Forge Trust's current fee structure on their website: https://forgetrust.com/

Flywheel Portfolio investments from January 1, 2025 on will have a fee of 0.50% on each disbursement (this actually sums up to an even lower fee for our investors).

If you invest in a Groundfloor IRA and the Flywheel Portfolio, the Flywheel Portfolio's fee will still apply.

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