What Real Clients are Saying About Equity Trust Company

Equity Trust Company is one of the nation's leading providers of self-directed IRAs and 401(k)s, with more than 130,000 clients in all 50 states and more than $12 Billion of retirement plan assets under management. Our goal is to help our clients make tax-free profits through education, innovation and a commitment to understanding their individual investment needs.

Reviews and Testimonials from Satisfied Clients

“Working with Equity Trust Company is about the most simple thing in the world. First of all, there are very few fees, and if you compare them to other companies, there’s a dramatic difference in the amount of fees that are charged. I don’t have a percentage fee every year if my account gets big. It goes up a little bit, but it’s very, very minor. So if I buy a property, it really doesn’t cost me any additional and fees, so that part’s great.

I’ve had a lot of paperwork and stuff that I went through with Equity Trust, and it’s all pretty simple … the great majority of it you can do online, and if you ever run into a snag you just call your First Class Team and the people there just walk you through it. Or they do it for you right there over the phone.

I had computer problems one day and they were able to just do it over the phone for me. So that was really nice. It’s simple, it’s really low cost, and I like that they’re computerized and I can keep an eye on where things are and what’s going on. So my experience has just been tremendous.”

Dave Miller

“Equity Trust is wonderful. I get to call up, I get to talk to somebody, and they are able to deal with my issues and get to a resolution.

On one hand, since my account is getting so large, my fees are getting significant, but yet when I think about it, really, for all the transactions I do, and all the bills that get paid and stuff like that, I think it’s a bargain.

But I have no issues with Equity Trust, and no desire to change custodians. In fact, I moved from another custodian to you guys because I thought you guys would be better.

I always pick up on Equity University’s education when it fits into my schedule. I will always hop on and listen to a webinar when I can. Knowledge is power. I have to get education because I maintain my CPA license. If I go to seminar and I can walk away with one new thing, one new bit of information, then it’s not a waste of my time. So I catch every webinar I can from you guys.”

John D.

More Equity Trust Company Reviews

Frank Iglesias
Find out why this Equity Trust client has chosen his self-directed IRA as the method to build his financial future and hear the advice he has for others looking into this type of investing.

Mike Chisel
Listen to this Equity Trust client explain why he moved his ROTH IRA over to a self-directed IRA for the purposes of real-estate investing.

Aaron Lewis
This Equity Trust client talks to us during a break at the Detroit Tax-Free Wealth Seminar to describe how valuable education has been to his self-directed investments.

Mary Beth Fisher
Listen to this new Equity Trust client talk about how she and her husband are planning for their retirement with a self-directed IRA.

We greatly appreciate the time our clients have taken to share their feedback with us. Would you like to share your client service experience? Send us an email.

Honors & Awards

Below are just a few of the honors that Equity Trust Company has recently been awarded.

Reviews from Online Communities

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More Information

Want more information about Self-Directed Individual Retirement Accounts? Learn more online or call a Self-Directed IRA specialist at 888-382-4727.

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