Equity Institutional

equity-institutional-sterling-trust
4 out of 5 based on 3 customer ratings

(3 reviews for Equity Institutional)

Equity Institutional

(Equity Trust Company)
1 Equity Way
Westlake
OH 44145

855-355-2587


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From the Equity Institutional website:

Equity Institutional (formerly known as Sterling Trust), is a Division of Equity Trust Company… the industry leader in providing alternative investment custodial services to brokers, advisors and sponsors, with more than $12 billion under custodial administration and serving more than 130,000 clients and 10,000 financial professionals.

Services / Products Available

availabilityE-commerce facility
availabilityBullion Bars
availabilityBullion Coins
availabilityNumismatic Coins
availabilityInvestment/Retirement Vehicles

Company Trust Rating

Company established: 1974
Employees: 50-100
BBB rating: N/A
Other online reviews: B
Bullion.Directory rating: A

Company Alerts

We are not aware of any alerts concerning this company.
 

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In a Nutshell:

Equity Institutional are a major financial services company, specializing in IRA accounts and in particlar precious-metals IRAs or gold IRAs, with low set-up, annual and storage fees.

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Read or add Equity Institutional reviews and ratings using the "reviews" tab above.

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3 reviews for Equity Institutional

  1. John
    5 out of 5

    - Equity Institutional:

    I found Equity to be very good, helpful at every stage of my transaction both when i dealt with them through my bullion dealer and again when I came to work with them myself. Rollover went faultless and now looking to liquidate again its very straightforward. I have never had any issues with fees or payments and everything has been transparent for me.

  2. Kath P
    5 out of 5

    - Equity Institutional:

    I had to go with Equity as part of my gold IRA I set up with XXXXXXXXX and I’ve not had any problems they seem to work very efficiently and not at all expensive like $150 a year for a high six figure holding. Fast responses to all my questions never longer than a day

  3. Jon Parton
    2 out of 5

    - Equity Institutional:

    Very high fees. They will pay your fees with the spot value of your proofs without letting you know you owe a fee.

    They used 33 of my silver AEs to pay for fees by valuing them at 16.50 (spot) rather than letting me know I owed a fee for maintenance. There was no notice or attempt to contact me. They are terrible communicators.

    When you call to ask a question (such as why do I have missing coins) their answer is that you owe money. They don’t send invoices. This company is very expensive to work with.

    33 2007 AES go for about 2200 so they liquidated it to pay 544 dollars of fees. They will not contact you before pocketing your coins.

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