Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

Welcome To Broad Financial's IRA Trust

Thanks for your inquiry looking for information about our self-directed IRA. If it is not too much, please confirm that you received this.
Below is a great summary and attached are supporting attachments to review The Ultimate IRA Trust®.
Can I ask what you are looking to invest in? Either way, feel free to set up a call. Looking forward.

Click here to SCHEDULE A CALL WITH ME! Click here to APPLY ONLINE

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Benefits of our Self-Directed IRA

    • A self-directed plan is a hedge against uncertainty through true diversification

    • Open a checking account for your Ultimate IRA® at any bank of your choosing

    • Place all investments by simply writing a check

    • Transfer/ roll-over your existing retirement funds into your Ultimate IRA®’s checking account

    • No transaction or asset-based fees

    • Roth or Traditional


    •  $1,195 Our one-time fee includes helping you set-up a new self-directed IRA, forming the Trust, preparing all documents and providing continued support. This can be paid upfront (and is tax deductible) or you can pay $495 upfront and pay the balance from your IRA once it is set-up.

    • Custodial Fees- Madison Trust Company

o   $100 - one-time fee which includes setting up the new IRA and funding your Trust

$420  - annually (paid $105/quarter), covers the annual IRS 5498 report (fixed fee - regardless of your account size, or the number of transactions you place within your IRA Trust. 


    • Within weeks you will be able to start investing your retirement funds into the investments you desire with the funds in your IRA LLC checking account – simply & safely.

    • If you are in a rush, please let us know as this process can be expedited.

Hundreds of Testimonials Online - Nobody does it better!

Nobody's customer service record compares to ours. Check out these links.


Jeff Astor

VP of Business Development
Broad Financial, LLC
Phone: 800-395-5200 x3331
Fax: 845-352-7575
[email protected]

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

Contact Us

One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST


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