Strata Trust Company Review

February 10, 2023
Written by Peter Anderson

When it comes to trusting a company with your financial future, Strata Trust Company is the gold standard. For over 20 years now Strata has been providing top notch self-directed IRA services to to individual investors.

With their stellar reputation and commitment to customer service, there’s no question that they are one of the premier trust companies in the business.

But what makes them so special? In this review we will take an in-depth look at all that Strata Trust Company has to offer and find out why they have earned such a loyal following among customers around the world.

Since its inception two decades ago as a self-directed IRA custodian, Strata has strived to provide clients with personalized services tailored specifically for their needs.

Whether you’re looking for help managing investments or need assistance creating a budget plan for retirement, Strata can do it all. On top of that, their experienced staff is always available to answer any questions and provide guidance when needed.

It’s no surprise then that customers keep coming back time and time again.

In addition to offering reliable services, Strata also takes pride in being transparent about fees and charges associated with their products and services in the Self-directed IRA industry.

They understand how important it is for clients to know exactly what they're paying for up front, which is why they make sure everything is clearly outlined before signing on the dotted line. All these factors combined make Strata Trust Company an attractive choice when considering who should handle your finances going forward – but don't just take our word for it!

Read on as we dive deeper into this comprehensive review of the company's offerings!

Disclosure: Some of the links in this article are from sponsors. The list below is an honest review gathered from thorough research, experience, and consumer-based feedback. 

Before we get started with this review:

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Overview of Strata Trust Company

Strata Trust Company is a full-service alternative investment firm. The company offers a wide range of services including asset management, charitable giving, tax preparation and financial planning. It also provides an array of wealth management solutions for individuals, families, businesses and nonprofits.

Strata Trust has been providing quality service since 1994 and is committed to helping its clients achieve their long-term financial goals.

The company takes pride in its professional staff that includes experienced attorneys, certified public accountants (CPAs) and Certified Financial Planner™ professionals who are dedicated to providing personalized advice tailored to meet each client’s individual needs.

Strata Trust follows industry best practices when handling all aspects of trust administration, estate planning and investment portfolio management.

They offer both traditional investments as well as cutting edge technology tools to help simplify the process for investors looking to diversify their portfolios or create custom strategies.

Strata Trust Company receives overwhelmingly positive reviews from customers who appreciate the high level of customer service they receive and the knowledgeable advisors assigned to their accounts.

Clients have noted that although fees may be higher than other firms due to the comprehensive suite of services offered, they feel it is worth it because they can rest assured knowing their money is being managed properly by experts who understand their unique situation.

Advantages of Using Strata Trust Company

It provides investors with an array of opportunities to invest their retirement funds into precious metals dealers and other alternative investments. This company has become increasingly popular, due to its transparent fee structure and reliable services.

Using Strata Trust Company for your investing needs can provide several advantages for you as an investor. The first advantage is that it allows you to take control of your retirement savings, especially if you are looking to diversify away from traditional stock markets.

With this type of account, you have more freedom when making decisions on where you want to put your money and what kinds of returns you’re aiming for. 

Strata Trust offers very competitive fees compared to similar companies in the same space like Wholesale Coins, which makes them an attractive choice for those who don't want to pay hefty commissions or management costs associated with many financial advisors. 

Finally, they offer comprehensive customer service support that ensures all questions are answered quickly and accurately so that customers' accounts remain secure and up-to-date at all times.

These features, similar to those of
CMI Gold Silver make Strata Trust Company a great option for individuals seeking dependable ways to manage their retirement saving goals. 

They offer investors the opportunity to receive higher rates of return over time while also providing assurance that their investments will be safe and secure from external market fluctuations or unexpected losses.

Disadvantages of Using Strata Trust Company

The advantages of using Strata Trust Company may be clear, but what about the disadvantages? Surprisingly, there are several drawbacks to working with this particular trust company.

From annual account fees and complicated fee structures to a lack of transparency in their fee schedule, customers should weigh all the pros and cons before signing on with Strata Trust Company.

When talking about money, it's important that you know exactly where your hard-earned cash is going. Unfortunately, when it comes to Strata Trust Company's fees, they can be quite confusing and difficult to decipher.

Not only do they charge an annual account fee – which varies depending on the type of services requested – but they also have a highly convoluted fee structure that makes it nearly impossible for customers to figure out how much they'll actually be paying at any given time.

This lack of transparency has been seen by many as a major drawback and something to consider carefully before making the decision to use Strata Trust Company.

Customer Reviews

Strata Trust Company has consistently shone through with excellent customer service. Customer reviews have been nothing short of fantastic, painting a picture of absolute satisfaction and trustworthiness.

Here are just three points which demonstrate why customers love this company:

1) Clear communication - clients never feel left in the dark, as they can always depend on clear information being provided to them promptly.
2) Responsiveness - when an issue arises or help is needed, Strata's staff respond quickly and efficiently every time.
3) Flexibility- their services often go beyond what one might expect from a trust company, offering tailored solutions for each individual client's needs.

The overwhelmingly positive feedback demonstrates that Strata Trust Company goes above and beyond to ensure its customers' happiness – something it should rightly be proud of! With such glowing endorsements, it is no surprise several regulatory bodies have given their approval too.

Regulatory Compliance

Regulatory compliance ensures that Strata Trust Company meets the standards set by horizon bank and other authorities to provide custodial services and mutual funds to customers.

Regulatory compliance involves an extensive review of internal processes, policies, and procedures.

For example, customer onboarding needs to comply with anti-money laundering rules as well as security measures for their data protection.

In addition, all deposits are scrutinized regularly to ensure they meet minimum capital requirements set by the bank or any other state or federal authority.

Operating within these guidelines allows Strata Trust Company to deliver on its promise of providing secure financial service solutions.

Strata Trust Company takes security measures seriously so they can offer peace of mind when dealing with customer accounts and transactions.

Security Measures

Strata Trust Company provides its customers with a secure experience for their assets and investments. This security is achieved through the use of the latest digital technologies, such as encryption software and two-factor authentication.

Here are four ways Strata Trust Company safeguards customer assets:

1) They employ advanced fraud detection algorithms to detect suspicious activity in accounts;
2) Account holders have access to 24/7 customer support via phone or email;
3) Precious metal dealers must pass rigorous compliance tests before partnering with Strata Trust Company;
4) Self-directed retirement accounts are insured up to $500,000 by the FDIC.

With these measures in place, customers can trust that their assets remain safe when stored at Strata Trust Company.

The company also offers an additional layer of reassurance through its commitment to complete regulatory compliance.

Customers can rest assured knowing that all investment activities conducted within their account adhere to federal guidelines, protecting them from any unforeseen risks associated with noncompliance.

Customer Support of Strata Trust Company

Strata Trust Company aims to provide exceptional customer support. Through personalized service, customers are able to rely on the executive team for assistance with daily transactions or any other banking needs.

As a result of this commitment, Strata Trust Company has been recognized for their excellent customer experience and satisfaction ratings from clients.

The company offers competitive fees for all services provided and its team is available around the clock to address client needs quickly and efficiently.

With an experienced executive team in place, there is no worry about getting lost in the process as they have established expertise that allows them to anticipate potential issues before they arise.

In addition, online resources can be accessed at any time so that customers can easily find answers to common questions or contact representatives directly when needed.

Overall, Strata Trust company provides reliable customer support that ensures both convenience and quality service.


Strata Trust Company is a comprehensive trust and asset management firm that provides reliable services for its clients. It offers several advantages such as security measures, customer support and regulatory compliance.

Furthermore, customers have given positive feedback regarding the company's services. Despite these benefits, there are still some drawbacks to using Strata Trust Company's services which should be taken into consideration before making any decisions.

Like all things in life, it’s important to weigh up the pros and cons of using Strata Trust Company before committing to their services.

Ultimately, however, if you choose wisely your assets can soar like an eagle soaring through the sky on thermal winds – giving you peace of mind when managing your finances.

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