W

Wayne Roth

3 years ago

This place is worthless. I had to use a trust bec...

This place is worthless. I had to use a trust because I wanted a self-directed IRA. As a trustee, they are supposed to make sure my asset is being safeguarded and handled appropriately. The do nothing for you. Questions I have about my account were always shunted off to the hedge fund I was invested in. They safeguarded nothing. All they do is charge their yearly fee. Whenever I had a question, it could not be answered. Calls were not returned for days. When I finally transferred my IRA back to my original broker, they did not even bother to inform me. I was waiting to get the final liquidation. I was calling the hedge fund and the hedge fund administrators. They were the ones who told me Millenium had to make the distribution. I found out it was made from the hedge fund, not Millenium

Comments:

No comments