We believe in providing good old-fashioned customer service. We care about each and every client, and live by the mantra, “It’s not the employer who pays the wages; they only handle the money. It’s the customer who pays the wages.”
We don’t believe that asset-based holding fees need to be changed to provide outstanding customer service. Our clients all pay the same low (flat-rate) annual fee regardless of the amount in their IRA.
Our entire team has a positive can-do attitude. Every member of our staff has the product knowledge and professionalism to ensure a pleasant experience. We work hard to maintain our A+ rating from the Better Business Bureau.
You will open a Self-Directed IRA with Madison Trust by completing our easy online application.
You will fund your Self-Directed IRA by transferring or rolling over funds from a previous retirement account, such as an IRA or 401(k), or by making an initial contribution.
You will instruct Madison Trust to send your IRA funds by check or wire to your investment.