Self-Trade Crypto 24/7 
in a Checkbook IRA or Solo 401(k)

No Minimums. Flat-Rate Fees. No Asset-Based Fees.

What Makes Our Plan Different than Others?

Our plan is fundamentally different than others. Our fees are flat, we have no minimum and you can buy any cryptocurrency! The reason is that we're not a broker; we're not holding your money. We're simply creating a legal vehicle for you to take your money to an exchange (or exchanges) of your choice. Also, this isn't investing in a Bitcoin ETF, it's buying and storing actual Bitcoin or other cryptos with your tax-deferred retirement funds (or tax-free funds if you're pursuing a Bitcoin Roth IRA.

Don't just listen to us. See what our clients are saying!

What is Checkbook Control?

Checkbook control allows you to invest directly in alternative assets without the need for a custodian for everyday transactions. Our Checkbook Control Model gives you the 3 C's!”


YOU control all of your investment decisions.


YOU save money by avoiding asset-based fees.


YOU have the freedom to invest in various different types of assets.

Start investing with the power of Checkbook Control.

Insider Secrets of the Self Directed IRA

Invest Better With Broad

Free Lifetime

A Broad specialist will guide you through setup, and will always be available for any questions you may have. Find out how live guidance can make all the difference.

Alternative Asset Expertise

Broad specialists have deep experience across all the major alternative assets. When you want to move forward with a specific asset, we can find a way to make it work.

Client-centered Partnerships

Broad is a partner with Madison Trust Company, one of the industry’s highest rated Self Directed IRA custodians. You will receive top level client support at every step of your journey.

Ready to start investing in your future?

Reach out to us, and one of our IRA Specialists will answer your questions about investing with Broad Financial.