BBB Accredited Business sinceAdditional Locations
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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.
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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
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||2|
|Total Closed Complaints||3|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||1|
Type of Entity
Business ManagementMs. Kelli Click, President Mr. Jeff Thompson, COO Mr. Anthony Carl, VP - Compliance/Risk Mgmt
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 TipsFinding a financial planner
Customer Review Rating plus BBB Rating Summary
BBB Customer Review Rating plus BBB Rating Overview