AN IRA LLC Is A Way To: 
Control Your IRA & Save Money!

An IRA LLC gives you total checkbook control, lifetime client support, and no asset-based fees. 

(800) 395-5200

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.

(800) 395-5200

How Does It Work Legally?

An IRA LLC is a Limited Liability Company registered with the Secretary of State's office.

(It requires the same paperwork as any other LLC - Operating Agreement, Articles of Organization & EIN)

IRA LLC facilitators, like Broad, retain top ERISA attorneys to prepare the LLCs specialized operating agreement.

(Yes, it’s 100% legal)

The LLC is wholly owned by your IRA and designates you, the IRA owner, as the non-compensated manager of the LLC.

(This is what gives you checkbook control)

An IRA LLC Facilitator will do all the filing paperwork so its 100% compliant with IRS rules and guidelines.

(This is why doing it yourself is tricky and could be costly if done incorrectly)

An IRA LLC is a vehicle through which you perform IRA investments without the involvement of an IRA custodian.

(This is where you save money on transaction and asset-based fees)

Open an IRA LLC in 4 Easy Steps!



Complete our easy online application.



Broad will take care of all the IRA LLC paperwork.



Transfer or Rollover your funds from an IRA or 401(k).



Invest in what you want when you want.

(800) 395-5200

Hear From Our Clients

"Completely BLOWN away by their customer service. From the moment I contacted them to hear about their options regarding Self Directed IRA's, through the setup process and implementation, they've been amazing. Responsive, informative, and quick. I could not recommend Broad Financial more highly."

- Sean D.
"I've been a long-time customer of Broad Financial and have enjoyed working with them. I feel confident that our plan is up to date and compliant. Their customer service is friendly and responsive."

- Earl C.
"I opened an account with Broad several years ago and after talking to other investors - they're sorry they didn't. Broad makes things so simple and they are always there to answer questions (without all the hassle). I cannot recommend Broad Financial highly enough."

- Shawn Y.

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.

No Transaction 

Broad's Checkbook Control IRA allows you to invest without asset-based fees. This means more money in your pocket to invest and save!
(800) 395-5200

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.

Landing Page 3 Form