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List of Self Directed IRA Custodians
There are only a handful of Self Directed IRA custodians in the US
which allow investing in real estate, real estate options, contracts,
notes, mortgages and trust deeds. We have worked with many of these
custodians. Here is the list.
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Self Directed IRA Companies |
Phone |
Office Location |
Comments |
|
IRA Resources, Inc |
858 459-1212 |
La Jolla, CA |
Good service, cheap, fast, they are mostly a custodian for private
placements, but will consider trust deeds and real estate for some
clients |
|
Sterling |
800 955-3434 |
Waco, TX |
slow but cheap, always on hold for 15min before I reach a person |
|
Trust Administration Services Corp |
800 455-9472 |
Carlsbad, CA |
Through First Regional Bank, I've had good service with them. |
|
Equity Trust |
440 323-5491 |
Elyria, OH |
Probably the cheapest if you do more than 10 transactions a year. Flat
annual fee, no transaction fees, reportedly fast & good service |
|
Polycomp Admin Services |
800 952 8800 |
Roseville, CA |
two CA offices, no personal experience. |
|
Pensco |
800 969-4472 |
San Francisco, CA |
Big and reportedly fast and good service, but not cheap. |
|
Entrust Administration, Inc |
800 392-9653 |
Offices nationwide |
Many Offices, good service, prices have gone up drastically in last
few years |
|
Guidant Financial Group, LLC |
888-IRA-XCEL |
Bellevue, WA |
Unique solution, very flexible, but cant justify the price without
500K funded |
|
Lincoln (now
called Fiserv) |
800 521-6974 |
Denver, CO |
One of the biggest, and reportedly slowest |
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http://www.iraservices.com |
650 593-2221 |
San Carlos, CA |
no personal experience |
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Here is a handy excel spreadsheet which attempts to compare pricing
schedules based on the size of your IRA and your trading criteria.
Self Directed IRA
Company Reviews & Pricing
Other Comments for Choosing a Self Directed IRA Custodian
- Look for low fees and quick easy access to cash for purchases. A
self directed IRA with a local branch is preferable.
- The expense will depend on the amount held in the account as well as
number and type of transactions done. Compare fee schedules of the
companies (see the above excel spreadsheet to get close).
- Make sure your custodian handles Real Estate as well as notes, in
case you have to foreclose on a note, real estate options and private
stock are nice also.
Also Read This Articles:
Article: Investing in Real Estate, Notes & Trust Deeds with an IRA
About the Author:
James MacArthur - We buy and sell real estate notes nationwide, and
make private & hard money loans in CA. Call me if I can help you, or if
you have any additions/corrections to this list.
The Hard Money Pros
Private and Hard Money Lenders in California
PO Box 91472, San Diego, CA 92169
jmac@TheHardMoneyPros.com
www.TheHardMoneyPros.com
(619) 846-1550
Licensed by the California Department of Real Estate, DRE# 01440161
©Copyright 2006 JMAC Funding
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