Strata Trust Company is a Texas-based self-directed IRA custodian. Originally known as Self Direct IRA Services, they rebranded to become Strata Trust in 2017.
Strata Trust is dedicated to empowering clients to achieve their retirement goals. They offer a wide variety of investment options, including real estate and precious metals.
Fees
The fees associated with strata trust review vary depending on the type of account and the services you need. These include annual account fees, asset holding fees, precious metals storage fees, processing fees and service fees.
Compared to other IRA custodians, Strata Trust Company does a great job of keeping fees low. Their website also clearly outlines the fees they charge for their services.
Another good thing about Strata is that they are always available to answer your questions. They have a customer support line and an online form where you can contact them.
In addition, their website is thorough and informative. You can find out about the types of IRA accounts they offer, how to open them, and how you can invest in different assets.
Strata Trust Company has more than 50 employees and manages $2 billion in assets. This company has a lot of years in the industry, which makes it one of the most reliable IRA providers.
Customer service
Strata Trust Company is one of the largest custodians in the self-directed IRA industry. They have over 50 employees and manage $2 billion in assets for their customers.
Founded in 2008, they offer a wide variety of retirement plans including traditional, Roth, SEP and SIMPLE IRAs. They are also dedicated to giving their clients an exceptional level of service.
They have an excellent resource center and a competent management team. Moreover, they maintain an A+ BBB rating.
Another thing about Strata Trust review is that they have a very robust blog with useful information for their clients. They post new articles every 10 days to keep their clients advised on the latest developments in their industry.
Their website features a page to “Meet the Team” of employees who help provide personalized service for their clients. Their executives, management, leadership, and business development teams are all listed here with their full bios and LinkedIn information.
Account opening
Strata Trust Company is a custodian that offers self-directed IRA accounts. They have a range of options for clients, including traditional, Roth, SEP and SIMPLE.
Founded in 2008, Strata Trust Company is based out of Waco, Texas. It is a national IRA custodian specializing in alternative investments. It provides industry-leading knowledge and expertise to help advisors, financial institutions, and their investors with alternative asset custody solutions in tax-deferred retirement accounts.
The company offers an array of services for investors and their accounts, including gold IRAs. They also provide guidance on a variety of topics, such as the best ways to manage your account, things you need to know about filing taxes and how the economy affects your assets. They also have a blog that updates its readers on a regular basis.
Investment options
Strata Trust offers many different types of investment options for its customers. These include alternative assets, real estate, crowdfunding projects, private equity, brokerage accounts, and more.
The company also has a team of employees who can help you with your account. These employees have a wealth of knowledge about self-directed IRAs and can help you navigate the process.
They offer a variety of different accounts for their clients, including traditional IRAs and Roth IRAs. These options allow you to save on taxes in the future.
Their website is well-organized and packed with information for prospective clients. This includes a frequently updated blog, IRA service providers, and other information about the company itself.
Strata Trust also encourages their clients to complete their own due diligence when selecting a precious metals dealer. They want to make sure that their investors do not put their money at risk by investing in shady dealers.
