Broad Financial

For this article, we’ll look at a fairly new IRA Gold Rollover custodian– the Broad Financial Company. Their tagline reads “Broad Financier’s Self-Directed Solo (401K) and IRA give you firm control in your retirement.” We will see in our Broad Financial review their company overview, history, company profiles, ratings and feedback.

Broad Financial Review

The company started in 2004, then as a real estate investment firm. We can say Broad Financial is relatively new and has short experience in IRA and precious metal business. Their property investment firm just transitioned into the IRA and precious metals investment in 2009. The change in path of the company started in the crash on the real estate market in 2008. Broad Financial saw a better future for the firm in self-directed IRA and precious metals investments– they already starting offering individual management and control of self-directed IRAs.

Company Overview

The main selling point of Broad Financial is their “true diversification”– where they offer advice for an Ultimate Self-Directed Retirement Fund placed on investment on small businesses, tax liens, real estate, foreclosures, personal loans, stocks, bonds and gold. According to the company, the investor can diversify his portfolio, using checkbook control. Broad also stated that their platform has very limited fees, where once the “Ultimate IRA” has been set-up, there are no more transaction or asset holding fees (regardless of investment amount), instead there is a low fixed annual fee. Broad Financial headquarters is on Monsey, New York.

The IRA transfer process and 401K rollover process can take 3 to 4 weeks to be completed. The company has not stated if they offer options for metals delivery. Their set-up fee is listed at $1,400 and annual storage fees at $115, with undisclosed annual fees, with minimum purchase amount at $10,000. Broad Financial not yet allow Digital IRA application and only allow physical IRA application. They’re not yet listed at US Mint, ICTA and other major precious metal organizations. Broad Financial is also not yet TRUSTe verified and Norton secured.

Consumer Ratings

Broad gets an A+ from BBB, after accreditation in 2011. They have 2 listed complaints in the last 3 years, both cases already closed. The company isn’t listed on TrustLink and Business Consumer Alliance.

Third Party Links

BBB Rating

Trustpilot Rating


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