New Direction Trust Co Review

New Direction IRA Review

Have you been reading all the new direction trust company reviews that have been published online? If not, then you probably should! Today, I’m revealing what I know about New Direction in this never before seen report. Whether you’re looking to get started with New Direction IRA or you’re already a client, I strongly suggest checking it out. If you’re just looking for the New Direction login (which many people are) then we’ve got you covered here for that too. Keep reading below for more important details of the company. 

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New Direction Trust Company Review

This New Direction IRA review showcases what makes these self-directed IRA accounts a great choice to add to your investment portfolio. The company prides itself on its self-directed IRA specialization.

Clients of the firm have many choices for investments, including precious metals, real estate, and several other attractive alternative assets. One of the downsides to the New Direction IRA is that its fees do not cover the storage of precious metals. A sliding scale fee increases on accounts over $100,000, which can disadvantage some investors.

Today’s piece discusses the advantages and disadvantages of this self-directed IRA and discovers what the New Direction Trust Company offers. Without further ado, let us begin this article.


  • You have multiple choices to invest in, including alternative assets, precious metals, and even real estate
  • The New Direction Trust Company offer a proprietary online account holder access interface that is convenient to use and powerful
  • A self-directed IRA custodian can freely choose one IRA depository out of six options


  • Due to the sliding scale fees, when an account value increases, the cost of the service may go up too
  • The cost of precious metals storage is not included in the considerable IRA fees paid
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About the Management of the NEW Direction Trust Company

Management of the NEW Direction Trust Company

Bill Humphrey and Catherine Wynne are the founders of New Direction Trust Company; Catherine is the co-founder, and Bill is the CEO. However, the Better Business Bureau has listed Bill as the Principal and Catherine as the person who holds ownership.

Obtaining his Bachelor of Science in Business from the University of North Carolina, Bill has over two decades of experience as a Certified Public Accountant. He has also added to his credibility by completing a graduate study in Economics, Accounting, and Finance from the University of Colorado in Boulder.

With a background in teaching at the University of Denver Law School, Catherine handles education and customer operations. Now, let us learn more about the New Direction Trust Company, its IRA prices, and the products it offers.

All client expectations regarding having their inquiries addressed adequately have been met by the New Direction Trust Company. The New Direction IRA company also has the edge over other Gold IRA companies for due diligence regarding offering the most comprehensive investor’s information kit and easy transaction funding.

What Does New Direction IRA Offer?

New Direction IRA specializes in various investment options for its customers. You can add private equity to your self-directed IRAs, or you can let New Direction take care of your portfolio for you.

The above is especially helpful if you lack the experience and knowledge of these investments. You can rely on New Direction Trust Company to provide you with specific pieces of information that can educate you before devoting your money and time to an asset.

Another thing you should know about the New Direction Trust Company is that it offers a Roth IRA to its clients. That means that investors have the opportunity to be the controller of their tax-free retirements funds. However, it is up to the person if they prefer to place their money into other alternative investments.

Overall, the New Direction Trust Company’s primary goal is to provide investors with educational information and guide them to success. The New Direction IRA company wants you to get the best possible return on your investment so that you and your family can enjoy life during your retirement.

New Direction IRA Products and Prices

precious metals storage vault - new direction ira review

Self-directed IRAs are the unique services provided by New Direction IRA. These investment options allow customers to invest in various alternative assets, real estate, and precious metals within their retirement accounts. An online access portal called myDirection is available to all clients and can be utilized to establish a precious metals IRA and select the First State Depository as their desired depository.

It’s good to note that the New Directions IRA’s yearly fees do not cover the cost of holding your precious metals. In addition to the fees paid to the New Direction Trust Company, the account holder has to pay the annual administration fees and the storage costs.

You can choose from one of the IRS-approved depositories knowing that each one will secure your valuable assets until you decide to withdraw your investment.

Please remember that the New Direction Trust Company also charges a sliding scale annual fee affected by your precious metals account balance. If the account goes over $100,000, the amount will increase from $75 to $125. This is something to recognize because other custodial services charge a low flat rate annual fee with the storage cost.

Types of Accounts

There are many types of IRA accounts offered by The New Direction Trust Company. Below is a list of some of the prominent accounts available to add to your investment portfolio:

  • Inherited IRA
  • Roth IRA
  • Traditional IRA

Additionally, the New Direction Trust Company offers a few types of other accounts that can be set up through the trust services provided:

  • Coverdell Education Savings Account (ESA)
  • Solo 401(K)
  • Health Savings Account (HSA)

health savings account - new direction trust company review

Any eligible person who wants to establish one of these retirement accounts can use the New Direction Trust Company for its account custodial services. There is plenty of information regarding the company rates and account information on its website.

Things We Like About the New Direction

It’s best to look into the negative and positive aspects of potential options if you are an investor looking for a Gold IRA company to work with. Below are some of the positive aspects that you can expect from this investment firm:

Amount of Time in the Industry

The New Direction Trust Company has been the investment game for over a decade. Its employees provide educational information to potential clients about its services and products. New Direction IRA is rather praiseworthy in these areas regarding knowledge, and maximum support imparted on its investors.

Fantastic BBB Rating

Most people looking to work with a company usually check its reputation on the BBB or Better Business Bureau. What’s incredible about the New Direction Trust Company is that it has an A+ rating with BBB, meaning you can trust New Direction when it comes to IRAs.

This rating is also a mark of excellence in the company’s ability to resolve clients’ complaints and the quality of its products and services.

Quick Processing

All transactions are completed in a timeous fashion, taking the worry away from customers who don’t want to wait a long time once the deal is concluded. Funding is always on time, and assurance is given to clients once their payments have gone through.

Thing We Didn’t Like About New Direction IRA

Minimal Company Information

Before investing their money, clients are provided with an informational packet (includes DVDs) to know how the process works. However, the company fails to provide in-depth details about its background and history.

This information is critical for potential investors since they need to ensure that they deal with a credible and legitimate Gold IRA company.

Lacks Authority Ratings on Other Websites

Even though the New Direction Trust Company is rated A+ on the BBB site, that doesn’t mean it is the right investment company to work with. Unfortunately, there are no ratings or current reviews provided by other esteemed sources such as BCA and Trustlink.

The above websites would be one of the first places investors check before choosing a company to do business with.

Self-Directed IRA Real Estate Investing

Real Estate Investing

Self-directed IRA support is one of the primary products that an investment sponsor or landlord may consider from the New Direction IRA. If you are still unsure that SDIRA investing is for you, you can contact the company’s helpful support staff for more information.

New Direction has years of experience assisting people with setting up real estate investment through a self-directed IRA account. Whether you have or don’t have experience with these investments, you will receive the needed guidance.

There are multiple ways IRAs can direct holdings or investments into various real estate market sectors. You have the option of investing in raw land, commercial properties, residential homes, and much more.

When using New Direction Trust Company’s custodian services, you get the guidance you require because you work with experts familiar with IRS rules for all types of holdings and transactions.

Extensive Online Trading Portal

myDirection is the online portal created by the New Direction Trust Company. This system is intuitively designed and has an easy-to-understand backend that one can learn within a few minutes. It gives you 24/7 access to account information and control over the investment of your assets in multiple ways. These investments are still yours, even though it is required by law for a third-party entity to keep your assets safe.

The primary purpose of the portal is to assist you in staying connected and in control of your investments. It is also designed to give you direct access to FAQ information, tips, advice, and any other asset documentation or information you may require.

Other Investment Options

In addition to helping you with your real estate-focused investments, there are other ways the company can use its expertise to assist you in making your investment strategy a reality.

New Direction Trust Company has experience in the following areas of investment:

  • Private equity
  • Real estate
  • Precious metals
  • Checkbook IRA
  • Other investments

Once New Direction confirms your account, you have been connected to its portal, and funded by an investment account; you can set up various investment opportunities through the company.

If there are particular types of investment you would like to make; it may be a good idea to contact the firm to find out how it can assist you in making your dreams come true.

New Direction Trust Administrative Fees

The fees for each type of service New Direction IRA offers will differ depending on if you invest in publicly traded securities, real estate, or a precious metals IRA. A sliding scale is used to determine the annual fees of a precious metal account with the New Direction Trust Company.

Once you pass a specific threshold, a primary and one-time fee may apply. Below is listed some of the general expenses that will apply to all assets and accounts:

  • Real estate purchases processing fee: $250
  • Annual admin fees: Between $100 and $1,000 depending on the holding amount and account types
  • Online account opening price: $30
  • Paper/ electronically singed opening account fee: $75
  • Value-based admin fees: Between $200 to $2,000 per asset depending on the overall worth

This cost is prevalent with most online services and includes fees for getting experts involved, processing paperwork, making purchases, and more.

Using a sample fee schedule, you can calculate if this service makes sense for your investment budget. You need to be aware of what you would expect to pay on your planned SDIRA investments because every penny counts when it comes to your retirement. Do your part and make sure the number makes sense for your investment. If it does, that means that New Direction may be a good solution for your future retirement plans.

New Direction IRA Products

Consider All Other Self Directed IRAs Before Investing

Most financial advisors suggest allocating about seven to 20% of your retirement portfolio to precious metals. Gold and other precious metals serve as an effective hedge against inflation, so this seemingly small portion of your investment portfolio could wind up being the most significant.

Plus, we are all aware that the value of gold increases as the economy weakens; the reason for that is investors look to protect the value of their savings while avoiding risky cash-based investments.

Choosing the correct Gold IRA company or custodian can be a challenging process, given the strategic importance of a Gold IRA, especially considering what you have at stake. We urge you to start conducting your research if you have trouble making decisions.


We hope this New Direction IRA review has been informative and insightful. It would help if you remembered that there are many providers to assist you with setting up your self-directed IRA and that not every financial advisor will be the best for everyone.

Checking out the user rating on sites such as the Business Consumer Alliance and other trust sources is one way to find out if IRA providers are good to work with. The information and fee structure laid out in this article should help interested parties decide if they should use the New Direction Trust Company or not.

If you don’t want to go the route of this company, you could even choose to go the solo401(k) route instead, so consider what investment types are aligned with your plans. SDIRA investments are an excellent way to diversify and expand your future retirement savings and investment portfolio. That is something to consider before selecting which firm is best to support you in the future.

Related Article: As an additional suggestion you should check out the AHG article that’s been published. It answers the most important question of them all, “Is American Hartford Gold legitimate?”

#1 Overall Gold IRA Company (2023)
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#1 Overall Gold IRA Company (2023)
#2 Top-Ranked Gold IRA Company
#3 Top-Ranked Gold IRA Company

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