uDirect IRA

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:

Clients: 1,200+
Assets under custody: $100 million +

Client Protections

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:

2522 Chambers Road, Suite 100
Tustin, CA 92780
uDirect IRA Location


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 info@nuwireinvestor.com so we can update the page.

Other Products Offered By uDirect IRA:

HSA Accounts
Coverdell Education Savings Accounts

uDirect IRA Contact Information

Phone: 866-447-6598
Fax: 866-538-3539
Email: info@uDirectIRA.com
Hours: 8:00am – 5:00pm PST
Website: uDirectIRA.com

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 info@nuwireinvestor.com.

2 thoughts on “uDirect IRA

  1. Paula Marie Leitman says:

    I would like to set up an appointment with you to discuss setting up an IRA account. I work in Orange. Please contact me at your earliest convience.

    • Paula,

      If you are looking to setup a self-directed IRA, you will want to contact one of the providers. This site is just an informational source for people, we don’t actually set them up. One thing we recommend is that you talk to at least a few providers before you choose one – take advantage of your options. Before you contact them, though, make sure you have an idea of what your ideal provider will look like (fees, customer service, timelines, etc.).

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