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User Stats

7
Posts
2
Votes

SDIRA recommendations please

Tiffany McKinney
Posted

Hello!

I am in the market for a custodian for a self-directed IRA for real estate investing. Any recommended companies out there? I have been given a few names: Equity Trust, Pacific Premier Bank, Midland Trust, Entrust Group, but I am not sure who to go with.

User Stats

2,116
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1,088
Votes
Joe Homs
Agent
Pro Member
  • Flipper
  • Mission Viejo, CA
1,088
Votes |
2,116
Posts
Joe Homs
Agent
Pro Member
  • Flipper
  • Mission Viejo, CA
Replied

@Tiffany McKinney don't let them control your money.  Go with a self-directed account.  Reach out to @Dmitriy Fomichenko who is the expert in this field.  I have been using and recommending his services for over 10 years.

Good Investing...

User Stats

10
Posts
2
Votes
Kellie Griffith
  • Specialist
  • Seneca, KS
2
Votes |
10
Posts
Kellie Griffith
  • Specialist
  • Seneca, KS
Replied

Hi Tiffany!

Compare each IRA Custodian's fee schedule and go from there, figure out how much you are willing to pay for them to service your IRA. If you would like the fee schedule for CNB Custody, please send me a message.

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User Stats

7
Posts
2
Votes
Tiffany McKinney
Replied
Quote from @Kellie Griffith:

Hi Tiffany!

Compare each IRA Custodian's fee schedule and go from there, figure out how much you are willing to pay for them to service your IRA. If you would like the fee schedule for CNB Custody, please send me a message.


 Hi Kellie

Yes please send me your fee schedule. Do you also set up the LLC or do you not do that there?