I had a terrible experience with this…
I had a terrible experience with this organization. I paid $50 to apply for an account. Trusting Nicole Kubrik to give me full and complete information about opening an SDIRA. I applied to open the account was not told i couldn't transfer the money from my existing employer. I was immediately billed for $500 for management fees before i had even funded the account. Then 5 months later they pulled another $500 when the account was never funded. I had planned on transferring 20k over since I couldn't transfer my IRA from my current employer. Now to this point i have paid $1050 to open an account and have $0 managed for 5 months. Avoid this organization. They act in bad faith.