Broad Financial is a self-directed IRA LLC facilitator out of NY, that began setting up self-directed IRAs in 2009. In addition to setting up self-directed IRA LLCs, Broad Financial can also help clients set up Solo 401(k)s. Below you will find more information about Broad Financial. If you have personal experience working with Broad Financial, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).
Custodial type: Third Party Administrator
Custodian Partner: Madison Trust Company
Better Business Bureau (BBB) Accreditation: Company is accredited by the BBB
BBB file opened: March 04, 2011
To view the complaints brought against Broad Financial, view the company’s BBB profile.
Broad Financial Leadership & Staff:
CEO: Brian Finkelstein
President: Mervyn Klein
Staff size: 15
Broad Financial Location:
Monsey, NY 10952
Fee Schedule for Broad Financial Self-Directed IRAs
Self-directed IRA LLC setup fees: Cost varies by State, and depends upon state-specific LLC costs
Yearly custodial fees for self-directed IRA LLC accounts: ?
Other Products Offered By Broad Financial:
Tax Lien Fund
Broad Financial Contact Information
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