- Equity Trust is a self-directed IRA custodian with over 30 years of experience managing more than $25 billion in assets.
- Equity Trust offers a variety of investment options including real estate, tax liens, private loans, and private placements.
- Equity Trust has trained advisors who help clients vet investments and provide account support services. The company’s fee schedule is reasonable.
- Customers have reported that Equity Trust is fantastic to deal with, and its customer service reps are friendly and helpful. Paperwork for investment has been finalized in a timely fashion, and online bill pay is easy to use. Expenses related to real estate investments are paid quickly.
- However, some customers have reported inconvenient check-writing policies, delays in account transfer, slow processing times, and long hold times.
- Despite some negative reviews, Equity Trust has maintained an A+ rating from the Better Business Bureau and is a trusted custodian of assets and precious metals. The company partners with Augusta Precious Metals and offers low minimum account values, annual renewals, and storage fees for precious metal investments.
Equity Trust Reviews
3.4/5 Ratings
Equity Trust is a self-directed IRA custodian that offers a wide variety of investment options, low fees and excellent support. We will also compare Equity Trust’s custodianship experience with other industry players.
Pros and Cons
Pros
✅ Self-Directed IRA Options
✅ Online Account Management
✅ Custodial Services
✅ Education and Support
Cons
❎Fee Structure
❎ Limited Investment Options
❎Complex Compliance Rules
❎ Investment Risks
Equity Trust’s Experience and Comparison with Other Custodians
Equity Trust is a renowned self-directed IRA custodian. They stand out from other custodians with exceptional support, low fees, and specialized services to meet individual client needs.
To show their expertise and compare themselves to others, Equity Trust has created a comparison table. Columns include: Investment Options, Minimum Account Balance, Transfer Fees, and Annual Fee. This allows potential clients to easily review services and make wise decisions.
In conclusion, Equity Trust is an experienced firm in the self-directed IRA custody field. Their comparison table helps people compare offerings from different custodians and make informed choices for their investments.
Equity Trust provides flexible options and affordable fees so clients can diversify their portfolios. However, some rules may not fit all investors.
Investment Options Offered by Equity Trust
Equity Trust provides a wide variety of investment options. This includes a self-directed IRA that allows customers to diversify their portfolios with non-traditional assets. Compared to other custodians, Equity Trust has extensive experience, high-quality support, minimal fees and a vast range of investment alternatives.
Investors can select from the following investment options:
- Real estate investments
- Precious metals
- Private equity and debt investments
- Cryptocurrency and digital currencies
- Notes & mortgages
- Private placements
- Futures & forex
Furthermore, Equity Trust’s investment options have low minimum account balances, making them suitable for different types of investors. Additionally, the annual renewal and storage fees for precious metals remain constant, no matter the account value. This makes managing portfolios easier.
Ultimately, Equity Trust offers an extensive range of investment alternatives that enable investors to make autonomous decisions. Quality support, minimal fees, and a broad range of investment possibilities are offered by Equity Trust.
Quality Support, Minimal Fees, and Wide Investment Alternatives
Equity Trust is devoted to giving its customers personalized aid and excellent support. Plus, they have a variety of investment options. This includes both conventional assets like stocks, bonds, and mutual funds, as well as alternative assets such as real estate and digital currencies. Additionally, they offer educational material to support clients in making smart investment decisions.
Equity Trust’s fees are clear and minimal, so clients can get cost-efficient investments. But, their check writing policy may be inconvenient for some clients. In the end, Equity Trust aims to offer its clients a comprehensive and adjustable investment experience.
Their online platform is straightforward and allows for speedy transactions. Clients can also buy precious metals within their self-directed IRA accounts. Moreover, Equity Trust ensures customer satisfaction by swiftly responding to and resolving complaints. Check out the Equity Trust Reviews on Yelp to see what others have to say about their services.
Equity Trust’s Fee Schedule and Inconvenient Check Writing Policy
Equity Trust offers clients a clear fee plan. The table below has info on its fees.
| Fee Type | Cost |
| Establishment Charges | $50-$300 |
| Annual Service Fees | $205-$320 + assets |
| Asset Transfer Fees | $50 |
| Check Writing Fees | $10 per check |
Writing checks with Equity Trust might be difficult. However, the firm charges only $10 for the first five checks each year. For additional checks, the fee is $15. No electronic checks or credit card payments are allowed.
It’s worth noting that though Equity Trust’s fees are reasonable in comparison to other custodians, they can add up quickly. Before choosing them, investors should research lower fee and more lenient check writing policies.
Overall, investors should investigate all potential custodians and their fee structures before investing. This will help make an informed decision.
Customer Service and Account Support Experience of Equity Trust
Equity Trust places a high value on customer service and account support. This section examines customer experiences in these areas. The company offers fast paperwork finalization and easy-to-use online bill pay, as well as expert account support services. Their fee schedules are also reasonable. However, one negative review highlights slow processing times and long hold times, along with suspected obstruction of account transfer. Taking all of these factors into consideration, we present a comprehensive view of Equity Trust’s customer service.
Fast Paperwork Finalization and Easy-to-use Online Bill Pay
Equity Trust is a great pick for investors who desire swift and efficient procedures! Their paperwork finalization is speedy, and their online bill pay is simple to use. This time-saving provider is a self-directed IRA custodian with plenty of expertise in the industry. Trustworthy for those who wish to manage their investments themselves.
Equity Trust offers a variety of investment options that meet the needs of their clients. Low fees and top-notch support services come at no extra cost. Transactions are also reasonably priced; making it a convenient and hassle-free process.
Despite some occasional issues reported by reviewers, Equity Trust’s remarkable feedback showcases their professionalism and efficiency. Investing with them is a breeze. Quick payments and easy expense management make investing in real estate stress-free. All in all, Equity Trust makes sure paperwork finalization is rapid, and their online bill pay system is user-friendly. That leaves investors with more time to focus on their goals.
Quick Payments for Real Estate Investments- Expense-Related
Equity Trust stands out for its quick payments for real estate expenses. Its online bill pay system makes transactions easy, allowing investors to manage investments conveniently.
Equity Trust provides speedy, user-friendly solutions. With quick payments, users can avoid missing deadlines. Plus, an easy-to-navigate interface puts all options at their fingertips.
Equity Trust caters to investors who want flexible solutions. It offers fast payments for expense-related transactions. Investors must create an account and learn the tools and features. Keeping informed about changes on the platform is key for secure investments and returns.
Reasonable Fee Schedule and Expert Account Support Services
Equity Trust boasts of providing IRA holders with expert support and a fair fee plan. They know the importance of budget-friendly options and great customer service.
Their services include convenience with paperwork, online bill pay, and payments for real estate investments. Communication with clients is ongoing, so they can keep track of their investments without paying high fees.
The company offers the same annual renewal and storage fee regardless of account value. They are open and honest about their policies, and committed to providing accessible, reliable services.
However, Equity Trust has been criticized for slow processing and account transfers. But, they remain a leader in their field, with expert services and a reasonable fee schedule.
A Reviewer’s Negative Experience with Equity Trust’s Slow Processing Time, Hold Times, and Suspected Obstruction of Account Transfer
The single reviewer’s experience with Equity Trust’s account transfer process was not good. There were slow processing times, long hold times and the reviewer felt like they were being obstructed. They had difficulty speaking with customer support due to the long hold times. Equity Trust didn’t do much to help improve the situation.
However, Equity Trust has an A+ rating with BBB and a partnership with Augusta Precious Metals.
It is important to do some research before selecting a self-directed IRA custodian. This single reviewer’s experience isn’t a good indicator of the overall quality of service Equity Trust provides. Read reviews from multiple sources to ensure the custodian is good for managing retirement funds. You can trust your assets with Equity Trust and Augusta Precious Metals for peace of mind.
Equity Trust’s Trustworthiness as a Custodian of Assets and Precious Metals
Equity Trust is a trusted custodian for assets and precious metals, making them an excellent choice for investors interested in these markets. This section will examine Equity Institutional Review and their A+ rating from the Better Business Bureau. Additionally, we will discuss their collaboration with Augusta Precious Metals, as well as low account minimums, fees, and transfer costs that come with an Equity Trust account.
Equity Institutional Review and A+ Rating from the Better Business Bureau
Equity Trust is a top-performing financial firm. It has achieved an A+ rating from the Better Business Bureau (BBB). This rating system ranges from A+ to F, and Equity Trust has obtained the highest score for its great responsiveness, complaints resolved, and trustworthiness.
The company’s connection with Augusta Precious Metals is a proof of its reliability. It is considered one of the most prestigious IRA custodians owing to its deep knowledge and proficiency in handling valuable assets such as precious metals.
It is important to note that Equity Trust has low account minimums and annual renewal fees. However, it charges $150 per year for precious metal storage fees. Also, clients must pay for custodian-to-custodian transfer fees if they decide to move their accounts to another asset custodian. Thus, it is vital that clients examine the company’s fee structure before investing in precious metals through Equity Trust.
To sum up, Equity Trust’s equity institutional review and A+ rating from the Better Business Bureau reflect its devotion to providing excellent service. Its tie-up with Augusta Precious Metals is a sign of its credibility. Though, clients should consider all related costs when investing in precious metals through Equity Trust to ensure long-term success.
Equity Trust’s Experience and Partnership with Augusta Precious Metals
Equity Trust is a pro when it comes to precious metal investments. They’ve been providing them since 1974. Recently, they partnered with Augusta Precious Metals to offer more choices.
Their customers can purchase gold and silver coins, stored in an IRS-approved depository. This lets them diversify their portfolios and take advantage of the possible benefits of precious metals.
Low minimum account value and annual renewal fees are also offered. But there’s a $150 fee for storage.
Although some customers report slow processing and hold times, Equity Trust still has a good rep. Their partnership with Augusta Precious Metals gives their customers even more options.
Low Account Minimums, Same Annual Renewal and Storage Fees – Regardless of Account Value
Equity Trust shines in comparison to other custodians, due to its remarkable features. One of them being the low account minimums it offers investors. This means that no matter how small the funds may be, Equity Trust still allows for an account to be opened.
Not only does Equity Trust charge the same annual renewal fees for all accounts, it also charges the same storage fees. So, investors can store their assets with Equity Trust without having to worry about the value of their account.
It’s obvious that Equity Trust wants to provide investment options to each individual, no matter their wealth status. They ensure that investors receive the same level of services, no matter the size or value of their account. And, unlike other custodians, Equity Trust doesn’t discriminate by charging higher fees for higher accounts or deposits.
In conclusion, Equity Trust is a great opportunity for investors. With it, they can invest with peace of mind and get the most out of their investments. Low account minimums, same annual renewal fees and storage fees, make it a great choice. Don’t miss out on these benefits!
Custodian to Custodian Transfer Fees and the $150 Annual Precious Metals Storage Fee.
Equity Trust has a dependable and economical approach for keeping valuable metals in a self-directed IRA. What makes it stand out is its unchanging fees – the transfer fee from custodian to custodian and the yearly storage fee for precious metals stay the same at $50 and $150, respectively, regardless of the account value. See the table below for a detailed fee schedule.
| Fee Details | Fee Amount |
| Custodian to Custodian Transfer Fee | $50 |
| Annual Precious Metals Storage Fee | $150 |
To ensure a trouble-free experience transferring money and storing metals with Equity Trust, make sure to explain your expectations plainly and plan ahead. Be sure to know their check writing policies and stay updated about any increases in fees. Doing this will guarantee a problem-free process when using Equity Trust as your self-directed IRA custodian.
Equity Trust is a popular choice for its cost-effective fees and low account minimums. Plus, their collaboration with Augusta Precious Metals has only improved their status as a reliable custodian for precious items.
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Some Facts About Equity Trust Reviews:
Equity Trust has been a self-directed IRA custodian for almost 7 years and manages over $25 billion. (Source: trustetc.com)- Equity Trust offers a variety of investment options including real estate, tax liens, private loans, and private placements. It specializes in managed futures, hedge funds, real estate, and other investments. (Source: chamberofcommerce.org and goldiraguide.org)
- Equity Trust has been fantastic to deal with. Customer service reps are friendly and helpful. (Source: trustetc.com)
- Paperwork for investments has been finalized in a timely fashion. Online bill pay is easy to use. Expenses related to real estate investments are paid quickly. Equity Trust’s fee schedule is reasonable. (Source: trustetc.com)
Some customers have experienced slow processing times, unhelpful customer service, and difficulties with asset custodianship. (Source: trustpilot.com and bbb.org)
FAQs about Equity Trust Reviews
What is Equity Trust and what kind of investment options do they offer?
Equity Trust is a self-directed IRA custodian that has been around for 30 years and manages over $25 billion in assets. They offer a variety of investment options, including real estate, tax liens, private loans, private equity investments, precious metals, and currencies.
How does Equity Trust compare to other self-directed IRA custodians?
According to a person who has been using Equity Trust for almost 7 years and compared several self-directed custodians before choosing Equity Trust, they have been fantastic to deal with. Customer service reps are friendly and helpful, and paperwork for investments has been finalized in a timely fashion. Equity Trust’s fee schedule is reasonable. However, there have been negative experiences reported regarding slow processing times and difficulties reaching customer service.
What is Equity Trust’s partnership with Augusta Precious Metals?
Equity Trust has a partnership with Augusta Precious Metals, the top-rated gold IRA administrator. This partnership offers numerous choices of brokers, bullion dealers, investment firms, and financial advisors for precious metals IRAs.
Can you share an example of a negative experience with Equity Trust?
According to a complaint on BBB, a person transferred their IRA from Vanguard to an account holding gold and silver with Equity Trust in March 2022. Despite providing details for pickup dates and vehicle information, they did not receive confirmation from Equity Trust for over a month and experienced delays and frustration in the process.
What are the fees associated with using Equity Trust as an IRA custodian?
Equity Trust assesses setup and renewal fees but does not charge transaction fees on most transactions. Their $150 annual precious metals storage fee is not the cheapest in the industry, and they charge custodian to custodian transfer fees of $50 to $100 per transaction.
Would Equity Trust be a good choice for investors who want a wide choice of alternative investments?
According to chamberofcommerce.org, Equity Trust is best for investors who want quality support, minimal fees, and a wide choice of alternative investments, including managed futures, hedge funds, real estate, and other alternative investments. They also have trained advisors who help clients vet investments and provide account support services.