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BBB Business Review

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BBB Accredited Business since

Self Directed IRA Services, Inc.

Additional Locations

Phone: (866) 928-9394 Fax: (512) 495-9554 View Additional Phone Numbers 7901 Woodway Drive, Suite 200, Waco, TX 76712 http://www.sdiraservices.com



BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

As a passive (non-advisory) custodian of self-directed IRAs, we specialize in the custody of alternative investments held in individual retirement accounts, including real estate, precious metals, private equity (stock, LPs and LLCs), private debt, secured promissory notes, trust deeds, crowdfunding investments and more.  We work with individual investors, as well as institutional relationships including financial advisers, broker dealers, investment issuers/sponsors, investment platforms, CPAs, attorneys, real estate professionals and more. 


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Self Directed IRA Services, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that lowered the rating for Self Directed IRA Services, Inc. include:

  • 3 complaint(s) filed against business

Factors that raised the rating for Self Directed IRA Services, Inc. include:

  • Length of time business has been operating
  • Response to 3 complaint(s) filed against business
  • Resolution of complaint(s) filed against business


Customer Complaints Summary Read complaint details

3 complaints closed with BBB in last 3 years | 2 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 1
Guarantee/Warranty Issues 0
Problems with Product/Service 2
Total Closed Complaints 3

Customer Reviews Summary Read customer reviews

1 Customer Review on Self Directed IRA Services, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 1
Total Customer Reviews 1

Additional Information

BBB file opened: July 07, 2010 Business started: 04/02/2008 in TX Business started locally: 04/02/2008 Business incorporated 04/02/2008 in TX
Type of Entity

Corporation

Business Management
Ms. Kelli Click, President Mr. Jeff Thompson, COO Mr. Anthony Carl, VP - Compliance/Risk Mgmt
Contact Information
Customer Contact: Mr. Anthony Carl, VP - Compliance/Risk Mgmt
Principal: Ms. Kelli Click, President
Principal: Mr. Jeff Thompson, COO
Business Category

Financial Services

Hours of Operation
M: 8:00 AM - 5:30 PM
T: 8:00 AM - 5:30 PM
W: 8:00 AM - 5:30 PM
Th: 8:00 AM - 5:30 PM
F: 8:00 AM - 5:30 PM
Industry Tips
Finding a financial planner

Customer Review Rating plus BBB Rating Summary

Self Directed IRA Services, Inc. has received 3.23 out of 5 stars based on 1 Customer Reviews and a BBB Rating of A-.

BBB Customer Review Rating plus BBB Rating Overview
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BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.