uDirect IRA is a self-directed IRA third party administrator and self-directed IRA LLC facilitator based out of Tustin, CA. Below you will find more information about uDirect IRA. If you have personal experience working with uDirect IRA, 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).
uDirect IRA Licensing:
Custodial type: Third Party Administrator
Custodian partner: American Estate & Trust
uDirect IRA Clients:
Assets under custody: $100 million +
Better Business Bureau (BBB) Accreditation: Company is accredited by the BBB
BBB file opened: 11/13/2009
To view the complaints brought against uDirect IRA, view the company’s BBB profile.
uDirect IRA Leadership & Staff:
President: Kaaren Hall
Staff size: ?
uDirect IRA Location:
Tustin, CA 92780
Fee Schedule for uDirect IRA Self-Directed IRAs
The fee schedule for uDirect IRA’s traditional self-directed IRA accounts can be found here.
Self-directed IRA LLC annual custodial fee starts at $275 per year.
We could not locate the setup fees for uDirect’s self-directed IRA LLC accounts. If you come across them, please let us know at firstname.lastname@example.org so we can update the page.
Other Products Offered By uDirect IRA:
Coverdell Education Savings Accounts
uDirect IRA Contact Information
Hours: 8:00am – 5:00pm PST
We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on uDirect IRA which warrants addition to this page, please email us at email@example.com.