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Next Level Holdings, LLC does not take custody of its clients’ assets. We guide your choice of third-party custodians to hold and protect your money.
Instead of limiting your custodial choice to a single legacy or captive relationship, Next Level Holdings, LLC has forged partnerships with several reliable, secure, and independent firms with deep financial experience.
Our Custodians
American IRA
We have selected American IRA as our platinum partner and premier choice for the custody and clearing of our clients assets.
We selected American IRA because of their pristine reputation, unparalleled customer service, flexibility, reasonable fee structure, powerful resources, awards won and overall asset protection.
American IRA is committed to delivering our clients the highest levels of security and asset protection in the Industry. American IRA’ platform and scale provide us with two world-class custody choices for our clients.
Founded in 2001, American IRA custodies approximately $1 billion in client assets, and is on the bleeding and cutting edge of technology. We love American IRA!
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THE ENTRUST GROUP
We selected The Entrust Group for custody and clearing of our client assets because of their strength, stability and reputation as one of the most highly-regarded custodial firms in the wealth management industry.
The firm was founded in 1979 with a commitment to put people, planning and principles first — a culture which continues to guide the company today.
With over 40 years in business, 45 thousand investors empowered, and over 4 billion in assets under custody, it is easy to understand why The Entrust Group is widely considered to be the world’s premier provider of self-directed IRA administration services.
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Madison Trust
We selected Madison Trust for custody and clearing of our client assets because of their strength, stability and reputation as one of the most highly-regarded custodial firms in the wealth management industry.
Madison Trust’s primary reason for existence is to offer unparalleled customer support in the Self Directed IRA field. After extensive experience with them and asking our clients about their experience with them we can now attest to the accuracy and veracity of those claims and Next Level and our clients are very pleased with Madison Trust.
Madison Trust holds over 4.5 billion dollars of client funds, which makes them one of the most trusted custodians in the country. Madison also employs an inexpensive, flat-rate fee schedule that never surprises our clients with unexpected or hidden fees. Whereas many Self Directed IRA companies have asset-based fees that increase as their account value increases, Madison’s fees remain the same no matter how much money accumulates in our clients accounts.
Madison Trust maintains an A+ rating on the Better Business Bureau, and the highest ratings in the industry across all online rating platforms (such as Google, Yelp, Shopper Approved, etc.), Madison’s commitment to excellent customer service is well-documented by our clients.
We want to do all we can to facilitate the realization of your retirement dreams, and we know that customer service goes a long way toward doing so. With this in mind we have onboarded Madison Trust as one of our preferred custodians. We know you’ll love them!