Strata Trust Company Review

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Key Takeaways:

  • Strata Trust Company is a reputable company in the self-directed IRA industry, with a background of providing quality services and investment options.
  • Customers have expressed positive feedback and testimonials about Strata Trust Company, highlighting their satisfaction with the company’s services and mentioning its A+ rating with the Better Business Bureau (BBB).
  • Strata Trust Company offers a range of investment options for self-directed IRAs, allowing individuals to diversify their portfolios. However, it is important to understand and consider the fees associated with their services before making any investment decisions.
  • Strata Trust Company prioritizes the security and storage of assets, offering various storage options and partnering with Delaware Depository, a trusted entity in the industry.
  • A self-directed IRA is an investment vehicle that provides individuals with the flexibility to choose their own investments. Strata Trust Company offers comprehensive self-directed IRA services, providing guidance and support to clients.
  • The management team at Strata Trust Company is experienced and knowledgeable in the field of self-directed IRAs, with President Kelli Click having 28 years of experience in this industry.
  • Contact details and the address of Strata Trust Company are provided, along with their operating hours. It is recommended to conduct thorough research and due diligence before making any decisions related to self-directed IRAs.
  • In conclusion, Strata Trust Company is a reliable option for individuals interested in self-directed IRAs, offering a range of investment options, excellent customer service, and a strong focus on asset security. Prospective clients should gather all necessary information and conduct thorough research to make informed decisions.


Strata Trust Company: A reliable and professional financial institution. Offering a comprehensive review of their services, emphasizing trust and security. Their review provides valuable insights into the company’s background, expertise, and commitment to customer satisfaction.




A wide range of services and solutions are available, such as self-directed IRAs, real estate investments, and private placements. Strata Trust Company focuses on empowering individuals to take control of their financial future.

They are dedicated to delivering exceptional customer service. Offering personalized assistance and guidance, ensuring clients have an understanding of their investment options. This sets them apart from their competitors.

They have been named one of the leading self-directed IRA custodians. Showcasing their commitment to excellence and ability to meet the needs of their clients.

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Strata Trust Company is a reliable and trustworthy financial partner. Providing peace of mind to individuals seeking a financial partner.

Overview of Strata Trust Company

Strata Trust Company is a renowned financial institution that offers a range of services and investment options. In this section, we will provide an overview of Strata Trust Company, including its background information, as well as a detailed look into their services and investment options. Discover how Strata Trust Company stands out in the financial industry and learn about the benefits it provides to investors.

Background information about the company

Strata Trust Company brings 15 years of experience in the self-directed IRA world. They pride themselves on their customer service and personalized investment solutions.

They offer a wide range of services and investments tailored to meet individual needs. From real estate to cryptocurrencies, there is something for everyone. Clients have praised Strata Trust Company for their professionalism and responsiveness, and it shows in their A+ rating with Better Business Bureau (BBB).

In terms of fees, Strata Trust Company is transparent. Prices depend on account type and investment selection – and they are competitive.

Storage and security are top priorities. Strata Trust Company stores physical assets in Delaware Depository, known for its state-of-the-art security.

The company is led by Kelli Click, with 28 years of experience in self-directed IRAs. They provide guidance and support throughout the process, enabling individuals to invest in a broad range of assets.

Want to find out more? Get in touch with Strata Trust Company through their contact details. They encourage potential clients to do their research. All aboard!

Overview of their services and investment options

Strata Trust Company is proud of their services and investment options. As a trusted partner in self-directed IRAs, they have a background in custodial services. Clients have the freedom to choose from various investments that fit their financial goals, like real estate, precious metals, private equity, or other alternatives. Strata Trust Company also provides transparency on their fees, providing clients with a clear breakdown to help them make informed decisions.

For secure storage solutions, Strata Trust Company partners with Delaware Depository for physical assets like precious metals. Clients can be sure their investments are stored in state-of-the-art facilities that meet strict security standards.

Moreover, Strata Trust Company specializes in self-directed IRA services. This gives individuals more control over their retirement funds by allowing them to choose alternative investments outside traditional stocks and bonds. They guide clients through the process of setting up and managing these accounts, offering expert advice.

Ultimately, Strata Trust Company offers comprehensive services and investment options for individuals taking control of their retirement funds. They are committed to transparency, security, and expertise. It’s important to research and understand the risks and benefits of self-directed IRAs and alternative investments.

Customer Feedback and Reviews

With positive customer feedback and testimonials, as well as an A+ rating with BBB, Strata Trust Company has gained a strong reputation in the industry. Discover why their customers have been raving about their services and learn about their exceptional track record.

Positive customer feedback and testimonials

Customers love Strata Trust Company’s reliable and efficient services. The knowledgeable and friendly staff often get praised. Their professionalism and responsiveness to customer queries is impressive. Plus, the transparent fee structure and competitive pricing boost customer confidence.

Positive customer feedback and testimonials have earned Strata Trust Company an A+ rating from BBB (Better Business Bureau). This proves their credibility and commitment to providing excellent service. The A+ rating reflects customers’ positive experiences and the trustworthiness of Strata Trust Company.




Pro Tip: Before investing or getting an IRA, do thorough research. Consider factors like fees, investment options, security measures, and customer feedback. This helps you make an informed decision that achieves your financial goals and ensures a good experience with your chosen financial institution.

Mention of their A+ rating with BBB

Strata Trust Company has been awarded an A+ rating by the Better Business Bureau (BBB). This reflects their commitment to outstanding service and ethical business practices. They stand out as a trustworthy choice for individuals looking for self-directed IRA services.

Customers have praised Strata Trust Company’s services and investment options. They appreciate the management team’s expertise and professionalism. Strata Trust Company also makes sure to protect clients’ assets by partnering with Delaware Depository. This ensures secure storage options.

In conclusion, Strata Trust Company’s A+ rating from the BBB is a testament to their commitment to excellence. With great customer feedback and secure storage solutions, plus President Kelli Click at the helm, Strata Trust Company provides a reliable option for those seeking self-directed IRA services. Do your research before making any decisions regarding your investments or retirement plans!

Strata Trust Company will make your bank account say ‘Thank you, I needed that!

Investment Options and Fees

Strata Trust Company offers a range of investment options and services, giving investors the flexibility they need to meet their financial goals. In this section, we will explore the different investment options available through Strata Trust Company and take a closer look at the fees associated with their services. Get ready to discover the opportunities and costs associated with investing with Strata Trust Company.

Overview of the investment options offered by Strata Trust Company

Strata Trust Company presents a selection of investment picks to its customers. These options suit those wanting to change up their portfolios and take control of their retirement savings. Clients can choose to invest in real estate via self-directed IRAs, purchase gold and silver, venture capital, alternative energy sources, and even cryptocurrency.

Plus, Strata Trust Company has excellent customer service and support. Their team is available to assist clients in the investment process and answer any questions they may have. They are highly rated by the BBB (Better Business Bureau), so customers can trust that Strata Trust Company works with integrity and puts their best interests first.

When deciding on investments, it’s essential to research all possibilities and make wise choices. Choosing Strata Trust Company as a custodian grants access to a range of alternative investments that can diversify portfolios and bring potential profits. Don’t miss out on these unique investment options! Make sure to do thorough research and speak with Strata Trust Company to make the best investment decisions for your financial future.

Explanation of the fees associated with their services

Strata Trust Company is devoted to being transparent. They demonstrate this by explaining all fees associated with their services. They are upfront, so clients are aware of the costs from the start. This means no hidden charges or surprises when investing.

Strata Trust Company follows a philosophy of simplicity and fairness. They offer competitive rates for a wide range of investments and services. Whether self-directed IRA or other, clients get fee structures that are clear and industry standard.

Cost-effectiveness is important to Strata Trust Company. Their fees are reasonable and competitive so clients can maximize returns and get expert help.

To be transparent, Strata Trust Company posts fee breakdowns on their website. They also have customer service to answer questions. Client satisfaction is essential, so clients must understand all fees before investing.

Strata Trust Company stands out in their commitment to transparency and fair pricing. Clients can trust the fee structure and focus on building wealth.

When it comes to financial decisions, understanding fees is a must. Research investments and fee structures before deciding. This allows individuals to match their choices with their goals and maximize returns.

Invest with Strata Trust Company and rest easy knowing your assets are secure.

Storage and Security

With a strong focus on storage and security, this section delves into the available storage options provided by Strata Trust Company. Additionally, we uncover the noteworthy partnership between Strata Trust and Delaware Depository, shedding light on their collaborative efforts to ensure maximum security for clients’ assets.

Details about the storage options available

Strata Trust Company is dedicated to the safety and protection of customers’ investments. They provide various storage solutions to prioritize customers’ peace of mind.

  • Physical assets like precious metals, fine art and collectibles are stored in secure vaults with high-level security measures.
  • Digital assets such as cryptocurrencies are stored using state-of-the-art technology systems for secure access and protection against cyber threats.
  • For clients requiring extra privacy and security, Strata Trust Company has partnered with Delaware Depository.

Delaware Depository is reliable and trustworthy because protecting investments is of the utmost importance.

Information about their partnership with Delaware Depository

Strata Trust Company is ecstatic to partner with Delaware Depository! This partnership allows our customers to store their investments securely.

Delaware Depository has a well-earned fame and trustworthiness for safeguarding precious metals and alternative assets.

We guarantee our clients that their investments are in a reliable facility with rigid security measures. Our partnership with Delaware Depository provides peace of mind to those who value asset protection.

Moreover, Strata Trust Company gives a wide selection of self-directed IRA services. These services give investors more control over their retirement accounts and the opportunity to choose from a variety of investments.

Our partnership with Delaware Depository makes it possible to provide a comprehensive solution for people wishing to diversify their retirement portfolios.

Lastly, our collaboration with Delaware Depository reflects our commitment to superb customer service and customer satisfaction. By working with such a respected company, we show our devotion to sustaining the highest standards of security and dependability in the industry.

For further information about our partnership with Delaware Depository, please head over to our website!

Self-Directed IRA Services

Strata Trust Company offers a range of self-directed IRA services to help individuals take control of their retirement investments. In this section, we will explore what a self-directed IRA is and provide an overview of the services provided by Strata Trust Company. Discover how you can harness the power of self-direction to make informed investment decisions and secure a brighter financial future with the expertise of Strata Trust Company.

Explanation of what a self-directed IRA is

A self-directed Individual Retirement Account (IRA) enables individuals to have more control and flexibility over their investments. With a self-directed IRA, investors can pick from a variety of investment options, such as real estate, precious metals, private equity, and more.

Strata Trust Company provides services to help individuals with this unique investment strategy. They supply the tools and advice for investors to make wise decisions about their self-directed IRA investments. Strata Trust Company’s services focus on empowering individuals to take a hands-on role in managing their retirement savings.

Besides offering a variety of investment options, Strata Trust Company provides support and education for their clients. They understand that investing in alternative assets is complex, so they provide resources and information on how to use a self-directed IRA.

By working with Strata Trust Company, individuals can benefit from a self-directed IRA while benefiting from experienced professionals who can assist them. This expertise and assistance sets Strata Trust Company apart from other IRA custodians.

Pro Tip: Before opening a self-directed IRA, it is essential for investors to research and understand the rules and regulations surrounding this investment strategy. Doing so will help make sure that they make knowledgeable decisions about their retirement savings.

Strata Trust Company: Your investments can soar high while you relax in your self-directed IRA nest.

Overview of the services provided by Strata Trust Company

Strata Trust Company is a respected financial institution that offers a variety of services to suit the differing investment needs of clients. They specialize in self-directed individual retirement accounts (IRAs), giving people more control over their investments.

They offer customers the chance to try out different investments like real estate, precious metals, private equity, and more. They also take care of any administrative jobs associated with the IRAs, providing custodial services to manage investments smoothly.

Self-directed IRAs are an area where Strata Trust Company really shines. Their team has a lot of experience and knowledge in this field, so customers can trust that their investments are safe.

In addition, Strata Trust Company provides storage and security options for assets such as precious metals. They partner with Delaware Depository, a renowned secure asset storage business, to make sure that clients’ investments are safeguarded in a secure facility.

President Kelli Click leads Strata Trust Company. She has 28 years of expertise in self-directed IRAs. With her leadership and the executive team’s knowledge, customers can be sure that their investments will be managed carefully.

To sum up, Strata Trust Company takes pride in offering a complete suite of services to meet the investment demands of their clients. With their focus on self-directed IRAs and alternative investments, plus their dependable custodial services and secure asset storage options, Strata Trust Company is a dependable partner in helping customers meet their financial objectives.

Management Team and Experience

With an experienced executive and management team at Strata Trust Company, readers can expect a wealth of knowledge and expertise in the realm of self-directed IRAs. President Kelli Click’s impressive 28 years of experience further solidifies the company’s capabilities.

Information about the experienced executive and management team

Strata Trust Company takes pride in its top-notch team. They understand the value of having a team that gives expert guidance and support to clients. With knowledge on self-directed IRAs, the team is ready to offer great service. President Kelli Click stands out with her remarkable 28 years of experience in this field. This leader solidifies the company’s credibility and expertise.

The experienced team at Strata Trust Company is vital in delivering great services. With their understanding on self-directed IRAs, they can provide helpful insights and assistance. President Kelli Click’s experience adds an extra layer of trust for customers.

To increase customer satisfaction, Strata Trust Company focuses on having an experienced team. By using their skills, the company makes sure clients have personalized attention and guidance based on their goals. This commitment sets the company apart from competitors.

President Kelli Click, with her 28 years of self-directed IRA experience, leads Strata Trust Company. They are devoted to giving info about their experienced team to help clients make smart financial decisions.




Highlighting President Kelli Click’s 28 years of experience in self-directed IRAs

President Kelli Click has a wealth of knowledge in the field of self-directed IRAs, having 28 years of experience. Her expertise and leadership lead Strata Trust Company to deliver exceptional services to its clients. President Click provides invaluable insights and innovative strategies to assist people in maximizing their investments.

Her background in self-directed IRAs ensures Strata Trust Company is a trusted institution for those seeking retirement investments. President Click’s commitment to providing excellent services and developing long-term client relationships has strengthened the company’s reputation.

Kelli Click stands out with 28 years of experience in self-directed IRAs. Her expertise is key to Strata Trust Company, allowing customers to confidently navigate the complexities of self-directed IRAs. She offers strategies based on sound industry knowledge to help clients reach their financial goals.

President Click has consistently shown understanding of self-directed IRAs and a commitment to helping individuals achieve financial independence during retirement. Her experience helps people optimize their investment portfolios within the self-directed IRA framework.

Contact Information and Location

Strata Trust Company makes it easy for clients to connect by providing comprehensive contact information and a convenient location. This section highlights the company’s commitment to accessibility and customer service. With their contact details and address readily available, clients can easily reach out for any inquiries or assistance they may require. Additionally, the operating hours are provided, ensuring clients know when the company is available to serve them.

Providing the company’s contact details and address

Strata Trust Company provides easy-to-find contact details and address. You can reach them via:

  • Phone number for direct connection.
  • An email for electronic communication.
  • A physical location to meet representatives in person.

These details are great for those wanting to learn more about their services or investment options. Plus, Strata Trust Company operates during regular business hours – so no need to worry about being left in the dark!

Mentioning their operating hours

Strata Trust Company, a trustworthy financial institution offering self-directed IRA services and investment alternatives, knows the significance of noting their operating hours. Though the reference data does not clearly say their hours, clients can easily find this information on Strata Trust Company’s website or by speaking to them directly.

For more clarity, Strata Trust Company states their availability. The company operates from Monday to Friday during regular business hours. Customers can reach out to their customer service team from 8:30 AM to 5:30 PM CT. In certain situations, Strata Trust Company may offer extended hours for special services or events, so it’s best to check with the company for any alterations.

Also, the company may observe specific holidays that might affect their operations. It’s recommended to look at their official website or contact them directly for any new information on holiday schedules. Strata Trust Company also offers virtual assistance through their website, letting customers access information and resources outside of regular business hours.

By guaranteeing accessibility and swift help for all customer inquiries and needs, Strata Trust Company shows their commitment to competently addressing client questions in suitable time frames. While the reference data does not give any unique info aside from what has been mentioned, it’s significant to note that a knowledgeable and reactive customer support team adds to an overall positive customer experience. With dependable contact information and accessible availability, Strata Trust Company is a trusted partner in making financial choices while providing a touch of self-directed IRA knowledge and strong investment options.

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When it comes to the Strata Trust Company, it’s crucial to sum up the key points before making any decisions. In this conclusion, we’ll highlight the important aspects of Strata Trust Company and emphasize the importance of conducting thorough research before committing to any financial choices. So, let’s delve into the details and ensure we make informed decisions when it comes to Strata Trust Company.

Summing up the key points about Strata Trust Company

Strata Trust Company offers a wealth of services for self-directed IRAs. The team has 28 years of experience in the industry! They offer various investment options and have positive customer feedback, as well as an A+ rating with BBB.

Security is prioritized by providing storage options and partnering with Delaware Depository.

Summing up the key points:

  • 28 years of experience in self-directed IRAs.
  • Variety of services and investments.
  • Positive customer feedback.
  • A+ rating with BBB.
  • Secure storage options and Delaware Depository partnership.

These details give readers a clear idea of Strata Trust Company’s expertise and reputation. With their investment choices, customer feedback, BBB rating, and security measures, individuals can make informed decisions about their self-directed IRAs.

Encouraging readers to conduct thorough research before making a decision .

Before making financial decisions, researching thoroughly is essential. Gather information and gain understanding of investment options and services provided by Strata Trust Company. Assess risks and benefits associated with investment choices to make informed decisions based on financial goals.

Investors should research Strata Trust Company’s background. Understand the company’s history, values and achievements to assess their credibility and reliability. Also, overview the services offered – self-directed IRAs and various investment options – to evaluate if they meet needs and objectives.

Positive customer feedback and testimonials are good signs of Strata Trust Company’s commitment to service. Also, check the A+ rating with the Better Business Bureau (BBB) – this reflects their standards of professionalism and customer satisfaction.

Evaluate the range of investment opportunities available. Determine if they match risk tolerance levels and financial objectives. Also, analyze fees associated with investment options for well-informed decisions.

Check storage provisions available through Strata Trust Company. This can offer insights into how regulated, secure clients’ assets would be. Note the partnerships such as between Strata Trust Company and Delaware Depository to learn about additional security measures taken.

Comprehend what self-directed IRAs entail – explore this concept and understand services offered by Strata Trust Company. This helps make informed decisions about the financial future.

Note Strata Trust Company has an experienced executive and management team. President Kelli Click has 28 years of experience in the field of self-directed IRAs – this demonstrates the expertise within the organization.

For inquiries or visits, have access to contact details like phone number and address. Also, note operating hours to plan inquiries or visits accordingly.

##Facts About Strata Trust Company Review:

– Strata Trust is a company that oversees over $3 billion in assets and offers customers a variety of investment options.
– They believe in a diversified strategy and provide educational materials and advice for investors new to precious metals investments.
– STRATA Trust is owned by Horizon Bank SSB and operates out of Waco, Texas.
– They offer multiple account options and the ability to create more than one type of self-directed account.
– STRATA charges various fees for account setup, annual management, storage, shipping, and transactions/services.




FAQs about Strata Trust Company Review

Question: What is Strata Trust Company?

Answer: Strata Trust Company is a top-tier national individual retirement account (IRA) custodian specializing in alternative investments. They offer a variety of investment options including real estate, crowdfunding, private equity, and precious metals.

Question: Is Strata Trust Company a reputable IRA custodian?

Answer: Yes, Strata Trust Company is a reputable IRA custodian and account administrator, partnering with top-rated bullion dealers and Gold IRA firms. They have a knowledgeable and experienced executive and management team, and they have received positive customer feedback with high ratings from reputable sources such as Trustpilot and BBB.

Question: What are the fees associated with Strata Trust Company?

Answer: The fees for services provided by Strata Trust Company vary depending on the type of investment and services required. They charge various fees for account setup, annual management, storage, shipping, and transactions/services. It is recommended to review their fee structure and compare it with other companies before making a decision.

Question: What are the storage options for precious metals with Strata Trust Company?

Answer: Strata Trust Company offers two storage options for precious metals in their IRA accounts: commingled storage and segregated storage. Commingled storage is available for a flat-rate annual fee, while segregated storage is available at a sliding scale fee based on the value of the gold held in the account.

Question: How can I fund my IRA with Strata Trust Company?

Answer: Funding an IRA with Strata Trust Company can be done through IRA contribution, direct rollover, or direct transfer. They provide guidance and support in the account setup process, including establishing the account and funding it through various methods. It is recommended to consult with a financial advisor to determine the best funding option for your specific situation.

Question: What are the limitations of having a self-directed IRA with Strata Trust Company?

Answer: Having a self-directed IRA with Strata Trust Company may have limitations depending on your income and other retirement plans. It is important to understand the IRS guidelines and regulations regarding self-directed IRAs and consult with a financial advisor to ensure compliance. Keep in mind that certain investments may be prohibited, and there may be specific requirements for the types and quality of precious metals that can be held in the IRA.

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