Services at Vault Wealth Group
Structured for Privacy, Clarity & Predictable Obligations
The Vault Process- In 5 Simple Steps
Choose Your Maturity
36-Month Standard Note — 6% floor obligation
48-Month Legacy Note — 6.5% floor obligation
60-Month Premium Note — 7% floor obligation
120-Month Dynasty Note — 7% floor obligation + discretionary maturity bonus potential
Vault RMD Note (to age 73) — 7% floor obligation, aligned with retirement law for long-term positioning
Your maturity choice shapes the Vault’s structural pacing and payout rhythm.
Structure Your Vault –Ensures your Vault is compliant and ready to operate.
Select Your Vault Registrar – Stability, Growth, Hybrid, or Opportunity.
Fund Through SDIRA or Cash – Structured inside a compliant LLC with custodian oversight.
Receive Your Vault Note – A contractual agreement that defines your outcomes..
Step 2: Structure Your Vault
Every Vault requires a one-time Structuring Fee. This isn’t a subscription or advisory fee — it’s a professional service charge that ensures your Vault is compliant and operational from day one.
Your Structuring Fee covers:
Formation of your SDIRA-owned LLC
Custodian integration & rollover navigation
Legal and compliance documentation
Vault onboarding & reporting system
Executive Enhancements (for larger allocations & complex planning)
For clients rolling significant capital or building generational strategies, Vault Wealth offers exclusive structuring levels beyond the standard setup:
Priority Access – $10,000
Immediate strategist access, expedited custodian processing, and early positioning into Vault opportunities.Strategic Build – $25,000
Multi-Vault structuring (e.g., Metals + Property + Enterprise) with integrated CPA/tax planning and custom cashflow schedules.Legacy Family Office – $50,000+
Estate integration, heir onboarding, and family-office-style reporting to ensure your Vault extends across generations.
Step 3: Select Your Vault Registrar
Once your Vault is structured, you choose the Registrar that best fits your objectives. Each Note is built inside a compliant SDIRA LLC and supported by contractual Vault Notes with floor obligations and built-in reserves for clarity and confidence.
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Stability Registrar
Goal: Predictable strength and preservation of purchasing power.
The Stability Registrar is built for clients who value long-term security and insulation from currency devaluation. It emphasizes metals and housing — tangible assets recognized globally for their durability and intrinsic value.
What it solves: Inflation pressure, banking risk, and overexposure to volatile paper markets.
Who it fits: Conservative investors who want their wealth positioned in assets with staying power, stored privately, securely, and outside Wall Street’s reach.
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Hybrid Registrar
Goal: Consistent, tangible cash flow with balanced positioning.
The Hybrid Registrar is designed to generate stable income streams through private real estate holdings and income-based property deals, while maintaining balance across asset categories. Structured for retirement accounts, it combines the potential for appreciation with predictable distributions.
What it solves: Dependence on stock dividends, inconsistent yield, and market-driven volatility.
Who it fits: Investors who want retirement income they can count on from real, hard assets they can see and touch — without giving up balance across their portfolio.
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Growth Registrar
Goal: Controlled growth through private lending and enterprise opportunities.
The Growth Registrar channels capital into vetted business-level strategies — from private lending to structured enterprise financing — built with contractual clarity. It’s about fueling real businesses with tangible outcomes, not speculating on public markets.
What it solves: The limited upside of traditional bonds, lack of access to private deals, and dilution in public equities.
Who it fits: Higher-allocation investors seeking predictable floor obligations with the potential for stronger growth through carefully structured private enterprise plays.
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Opportunity Registrar
Goal: Strategic exposure to higher-growth, alternative lanes.
The Opportunity Registrar provides disciplined access to blockchain and other emerging opportunities, structured inside compliant retirement accounts with institutional-grade custody. It combines the tax advantages of SDIRAs with direct ownership in next-generation infrastructure.
What it solves: Overexposure to traditional assets and missing out on long-term digital and alternative growth trends.
Who it fits: Forward-looking investors who want structured, compliant exposure to high-potential opportunities — without falling into speculative chaos.
Step 4 & 5: Fund Your Vault and Receive Your Vault Note
Fund the Vault –Your SDIRA-compatible LLC is funded directly through your retirement account, cash, or investment capital. Custodian oversight keeps the process compliant every step of the way.
Receive Your Vault Note – Once funded, you receive your Vault Note — a private contractual agreement that sets your maturity and floor obligation
The result- You gain structured, private ownership with clear obligations and built-in compliance, while Vault handles the heavy lifting of setup and administration.
You Stay in Control
We create SDIRA-compatible LLC structures where you make the decisions on asset allocation — not a broker or portfolio manager.
Tangible, Alternative Assets
Our vaults are built to hold assets with intrinsic value — precious metals, real estate, private lending, and vetted business ventures — instead of paper products tied to market swings.
No Percentage-Based Fees
We charge a one-time structuring fee — no 1–2% annual fees draining your portfolio over time.
Compliance-First Approach
We specialize in vault setups that meet SDIRA and IRS guidelines, avoiding prohibited transactions while giving you full operational flexibility.
Legacy and Multi-Generational Focus
Our strategies are designed not just for your lifetime, but to help position capital for the next generation.
Privacy and Separation from Wall Street
Vault structures allow greater discretion in your holdings while remaining fully compliant — a level of privacy you don’t get with traditional accounts.