Is there a particular reason why Broad Financial was not part of your review?
I have been doing some basic research on SDIRA. I’ve come across a few companies I wanted to look into including New Direction Trust Company in HI and also Broad Financial (Madison Trust Co as custodian). Can you provide me some add’l insight please?
I believe that Broad Financial was part of our review but didn’t make our final list (we’ll definitely be keeping them in mind for future updates, though!).
We’re not too familiar with New Direction, but they seem to make much more of their fee information available online than Broad Financial offers. Our suggestion would be to first think about what you plan to invest in using your SDIRA and then figure out how much your account will cost to set up and administer each year. That will be a great place to start! Then you can come customer reviews and support to make your final choice.
Hope this helps,
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