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Directed IRA Avaliações 

19
•
O TrustScore é 4.5 de um total de 5

4,4

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Detalhes da empresa

  1. Serviços Financeiros Alternativos
  2. também em
  3. Banco Fiduciário
  4. Instituição Financeira
  5. Serviços de Investimentos

Escrito pela empresa

Directed IRA is a leading provider of self-directed retirement accounts for investors who want greater control over how their retirement dollars are invested. We specialize in Self-Directed IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Solo 401(k)s, Health Savings Accounts (HSAs), and other tax-advantaged accounts that can invest in alternative assets. With a Directed IRA account, investors can access investment opportunities beyond traditional stocks, bonds, and mutual funds, including real estate, private companies and startups, private funds, syndications, private lending, precious metals, and other alternative investments permitted under retirement account rules. Directed IRA provides the custodial services, account administration, technology, and educational resources investors need to establish and manage self-directed retirement accounts. Our team works with investors, business owners, investment sponsors, and their professional advisors to help facilitate alternative investments within tax-advantaged accounts. Directed IRA was co-founded by tax attorneys Mat Sorensen and Mark J. Kohler, who have extensive experience in self-directed retirement accounts, tax law, business structuring, and alternative investments. Education is a central part of our approach, with resources designed to help investors understand the rules, opportunities, and responsibilities that come with self-directed investing. Directed IRA is a passive custodian and does not provide investment, tax, or legal advice or endorse or recommend specific investments.

Why Directed IRA

Escrito pela empresa

Invest in what you know
Hold real estate, private companies, private lending, precious metals and more in an IRA, Roth IRA, Solo 401(k) or HSA.
A regulated trust company
Directed Trust Company is a regulated Arizona trust company with strict capital requirements and annual audits by outside CPAs.
Learn before you invest
Free webinars, guides and the Directed IRA podcast explain how self-directed investing works.

Informações de contato

Ready to self-direct your retirement?

Talk to an SDIRA specialist about opening your self-directed account.

4,4

Excelente

O TrustScore é 4.5 de um total de 5

19 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,4

Todas as avaliações

(19)

17 avaliações nos últimos 12 meses

Escreva uma avaliação

Nós verificamos as avaliações

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Avaliado com 5 de um total de 5 estrelas

3 years going on 4 now....

I've been using Directed Trust Company for three years. Bought and sold a house, and now am rolling it over into a Fund. Their process is easy. They answer emails and questions fast. I love using them. I have the freedom to do what I want and HIGHLY recommend them. Happy to fill this survey out!!

28 de outubro de 2026
Avaliado com 5 de um total de 5 estrelas

The most polished professionals in the industry

I have been working with Lindsay, Nate, Aaron, and Mat for over 10 years and they continue to exceed my expectations when it comes to their speed of implementation, superior customer service, and attention to detail. They are the most polished professionals in the industry and I send all of my friends and family members to Directed IRA for any of their retirement planning needs.

29 de outubro de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Lindsay is absolutely amazing

Lindsay is absolutely amazing. She is always so helpful, but more importantly honest. We have had very positive experiences working with Lindsay and Directed IRA

20 de outubro de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

CERTIFICATE of EXCELLENCE for DIRECTED IRA

The DIRECTED IRA staff to include Lindsay Mersino, Darren Rassmusen, Tiana Harris were very supported, expedient and courteous with bringing me into the DIRECTED IRA family. They were there with the assurance that this will be a smooth process and it really was. I highly recommend anyone looking for a company that manages IRA investments to help you invest your 401k into an investment property, DIRECTED IRA is Top choice. You can’t go wrong ! You won’t be sorry, you’ll be profitable!!!

15 de setembro de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

I could not be happier

I could not be happier with the support I received from Desiree during the investment process. Every question was answer quickly and completely. From start to finish, Desiree helped me through the process and facilitated my investment very professionally.

27 de outubro de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

They know what they doing

They know what they doing! There are a lot of details that non-professionals may have difficult time to pick them up in time and could be pretty critical. With the guidance from the kind staffs, we made the right move in time. Thanks Directed-IRA and friends there!

27 de outubro de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Lindsay Mersino and the Directed IRA…

Lindsay Mersino and the Directed IRA team have been a pleasure to work with! They’re knowledgeable, responsive, and always willing to take the time to answer my questions and address any concerns. They made the enrollment process a breeze. I highly recommend Lindsay and the team!

27 de outubro de 2026
Avaliação não solicitada
Avaliado com 5 de um total de 5 estrelas

Excellent to work with

Excellent to work with, always helpful staff! Grant Gohlke has been very nice to work with and always super helpful, thank you!

26 de outubro de 2026
Avaliação não solicitada
Avaliado com 1 de um total de 5 estrelas

Very poor service

The poor service that I received from Directed IRA might be due to the fact that my invested amount was less than 150,000 (even though this is no excuse). After transferring my money to them, I could never get calls back for any help with initial placement options, even though they knew from the beginning that I was new to this type of investing and would need this help. Even though I did not make many calls throughout my 2+ year span with them (maybe 5), on those occasions, each time I left messages with actual assistants, only to not receive any call back, even from the person who initially set up my account (and I am sure was commissioned to do so).

15 de abril de 2026
Avaliação não solicitada
Avaliado com 1 de um total de 5 estrelas

Their variable fees will eat your…

Their variable fees will eat your retirement funds. I have been with this company since April 2024. At first this company seems like a good solution to manage your retirement but it is a trap with Ever-Increasing fees every year. I wish I knew about their crazy fees for your money to sit on a trust. Also, any processing fee went from $25.00 to $50 even if the bill to pay is $4.00. Their yearly fee went from $295 to $350 so far. Worst than a bank or ANY brokerage account. This is not a real solution for real Americans with a 401K or IRA. Honestly you are better off keeping your funds outside these SDIRA companies. DIRECTEDIRA.com need to lower their fees in order to be competitive with your current 401k or IRA accounts. Protect your retirement...stay away!

23 de novembro de 2025
Avaliação não solicitada
Avaliado com 1 de um total de 5 estrelas

Gonna Go Broke With This Company

Awful experience. My parent had previously opened a CryptoIRA account for me while I was underage at this company and once I was over 18 I had it transferred to me. I soon found out about the fees associated with this company and they are outrageous. The annual fee was around $300 (by the time I reach retirement I'll have no money left) on top of fees anytime I try to make a trade, deposit, or remove money from the account. Then, I decided I wanted to transfer the account to ITrustCapital, which only has fees when you make trades and no annual fees. However, DirectedIRA refused to transfer my coins in a timely manner. I called them multiple times, and they continued to assure me that everything would be transferred within 3 business days. After a month of calling them, I received an email saying that I would be charged $200 PER COIN to transfer to ITrust. I have 12 different types of crypto coins in my account so this would total $2400, which was more than all of my coins are even worth. My only other option was to liquidate all the coins and transfer the money in USD, which I would prefer not to do. I wish I could just remove my credit card from the account and be done with it.

22 de julho de 2025
Avaliação não solicitada

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