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Updated about 1 year ago,

User Stats

352
Posts
55
Votes
Huiping S.
  • Homeowner
  • Tampa, FL
55
Votes |
352
Posts

SDIRA and the headache with management company.

Huiping S.
  • Homeowner
  • Tampa, FL
Posted

We have accounts with one SDIRA(Has office in local) but dislike it for a long enough time:

1) the agent be assigned to us is helpless but always gave us be pushed  to the corner feeling. She will never tell us any information clearly but every time is the last minutes 'scaring' information/news. 

2) We asked the question but her reply just like a brain wire twisted robot. The email is super long and full of junk which will show on each email. So difficulty to locate the one piece  useful information. 

3) For non-LLC SDIRA, the cash can't invest for anything and no interests but real estate only. When we opened the account, the sale agent said this: different from Fidelity is not only you can buy everything in Fidelity but also real estate. The truth is not(keep the story short)! We understand the sale person tried to get customer but this kind of difference is too big.

Can we switch to a different SDIRA company? 

What extra attention should we pay to prevent be hurt further by the current SDIRA company?

Thanks.

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