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3 years ago

28 Smart Questions to Ask Your Self Directed IRA Custodian


Are you looking for a self-directed IRA custodian or administrator?

Maybe you just learned about self directed IRAs and you are looking for a company to provide custody for your self-directed IRA.

…Or perhaps you already have a self directed IRA and are not happy with your custodian’s performance or service.

Whatever your reason for searching for a self directed IRA custodian or administrator, this article will provide you with a better understanding of self-directed IRA custodians and how they work. It will also help you assess which custodian is the best fit for your investment needs… Intrigued?

First, I need to start out by acknowledging a very important fact.​..

The process of choosing a self-directed IRA custodian can be challenging.

There are a lot of things to consider when choosing a self directed IRA custodian. It is not as easy as just looking at the fees and choosing a company based on who has the lowest fees. You may have done that with your traditional discount broker, but you will find out shortly that this is not a suitable approach for finding the best self directed IRA custodian.

What can make this process more challenging is that while you are trying to find the most suitable custodian for your investing needs, you may come across some confusing industry jargon. If you don’t understand what a term means it will make your job even harder. The financial services industry has not done much to correct this problem.

If you need additional clarification for industry terms, we have additional resources to help you out.

Another problem that self-directed IRA investors have is that there is not a lot of reliable information on each custodian or administrator.​ If you are trying to research a company, you would expect that you could find information on that company that answers your questions. This is also not the case. (we have resources below that address this need as well)

Lastly, if you contact a self-directed IRA custodian or administrator for further consideration, what questions should you ask them to get the answers you need?

As you could probably guess, that is the title of this resource. We give you 28 smart questions you can ask a self-directed IRA custodian​ to get the answers you need to make a smart decision.

The point of this resource is to make things easier for you. We address all three of these considerations… We cut through all the fluff and make it easy for you to make a smart decision about your retirement savings… We provide you with 28 essential questions to ask when you are choosing a self directed IRA custodian. Awesome right?

Before we get to the essential questions, let’s start off by defining what we are talking about…


Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and non-traditional investment markets. He received a BA degree in Economics from Trinity College in Hartford, CT.

Contact Kirk: Use the Contact Form here or call (781) 218-2250.

4 years ago

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