About Horizon Trust Company
Your money. Your control. Our guidance.
Join the 3% of the Wealthiest Investors
Ready to join the elite 3% of investors who are revolutionizing their retirement portfolios?
A Smarter Retirement Strategy May Already Be Within Reach
A self-directed approach gives you access, flexibility, and tax advantages most retirement accounts simply can’t offer.
While 97% of investors are locked into the commission-hungry world of stocks and bonds, this hidden gem has been empowering savvy investors since 1974. Don’t miss your chance to get ahead; the best-kept secret in investing is finally breaking loose.
At Horizon Trust, self-directing your retirement should be simple, transparent, and affordable.
No transactional fees. No surprises. Just the fastest service, the best support in the industry, and complete control over your retirement.
The Reasons Why So Many Choose Horizon Trust
Best Customer Service in the Industry
Fastest at getting accounts funded and investment started
24/7 access to your account online
Access to Live Events to stay in the know with the best investment opportunity strategies working in the market! Over a $750 value per event ticket!
Horizon Trust Company’s Dynamic Pricing Beats the Competition
| Transactional Fees | Other Companies | Horizon Trust Company |
|---|---|---|
|
Wire Fee |
$50 each |
✅ Complimentary |
|
IRA “Research” Service Fee |
$250 per Hour
|
✅ Complimentary |
|
Cashier’s Check |
$50 |
✅ Complimentary |
|
Corrected Tax Form
|
$250 |
✅ Complimentary |
|
ROTH Conversion Fee |
$75 (+ $25 per asset) |
✅ Complimentary |
|
Partial Transfer Out |
$75 |
✅ Complimentary |
|
Matured Note |
$75 |
✅ Complimentary |
|
Purchased Per Asset |
$95 |
✅ Complimentary |
|
Medallion Stamp |
$50 |
✅ Complimentary |
|
Paper Statements |
$20 per year |
✅ Complimentary |
|
Notary |
$25 |
✅ Complimentary |
|
Recurring Bill Pay |
$10 each |
✅ Complimentary |
|
Document Handling Fee(Mail) |
$5 per piece of mail |
✅ Complimentary |
|
IRA Distribution Fee |
$8 |
✅ Complimentary |
|
Check Fee/ACH Fee |
$5 |
✅ Complimentary |
Speak to our IRA Specialists today
Talk to one of our Self-Directed Specialists to discover how to accelerate your wealth by leveraging your retirement plan to maximize your returns.
Call 505-847-8944
Why do some of the wealthiest families rely on self-directed IRAs?
Get Control
When you use a self-directed IRA you are in control and you get to make the decisions.
Diversification
You can truly diversify your portfolio by investing in things that are truly “stock market neutral”. That means your investments don’t go up and down everyday when the stock market does.
Tax Benefits
Retirement and other tax advantaged accounts offer the easiest way to achieve huge tax benefits. The tax benefits range from tax deductions today to tax protection on income and profits to tax-free income in the future. Best of all, by having the opportunity to choose from a variety of accounts you can select the tax benefits you want the most.
Increased Savings
Retirement accounts were created by the federal government and afford an easy way to save, invest and grow your wealth to achieve specific goals.
Proven Success. Trusted Leadership. Real Impact.
At Horizon Trust, we make it simple to open and manage a Self-Directed IRA, so you can take control of your retirement on your terms. Founded by Greg Herlean, who has overseen more than $1.3 billion in real estate transactions, Horizon Trust was built by someone who understands what self-directed investors need: personalized service, fast transactions, and a custodian that stays out of your way.
As seen on
Why haven’t I heard about this?
Well, it’s a conspiracy. Okay, not exactly.
The truth is that most traditional financial institutions charge commissions and fees on investments.
When it comes to self-directed IRAs, you are the one making the investment decisions and there is no good way to charge you a commission. This is simply not part of their business model, and they don’t offer true self-direction as an option.
Horizon Trust Company is an industry leader when it comes to self-directed IRAs and tax-advantaged accounts.
Horizon Trust Company is an independent, passive custodian and is not associated or affiliated with and does not recommend, promote or advise any specific investment, investment opportunity, investment sponsor, investment company or investment promoter or any agents, employees, representatives or other of such firms or entities. Investments are not FDIC Insured, offer no bank guarantee and may lose value.
5-Star Rated Custodian
The retirement strategies Wall Street doesn't talk about.
Get weekly insights on alternative assets, tax-saving hacks, and SDIRA compliance delivered straight to your inbox.
Your Future, Backed by Our Track Record
Trusted by investors nationwide to take control of their retirement through Self-Directed IRAs.
Helping clients grow and protect wealth across real estate, crypto, and private investments.