Strata Trust Company Review

Strata Trust Company Review

Are you considering a self-directed IRA and looking for a company that offers comprehensive services with a focus on empowering investors? Look no further, as Strata Trust Company is here to help you create a diverse investment portfolio tailored to your unique financial goals!

Key Takeaways

  • Strata Trust Company is a nationally recognized custodian offering exceptional services and investment options for self-directed IRAs.
  • They provide comprehensive account management, competitive fees, secure online access to accounts & industry partnerships with BBB rating.
  • Their experienced leadership team ensures clients have reliable partner in managing their investments and maximizing returns.

Strata Trust Company: An In-Depth Look

Strata Trust Company is a nationally recognized custodian specializing in self-directed IRAs with both alternative and traditional assets. Their mission is to empower investors by offering a wide range of investment options and providing exceptional service. As a wholly-owned subsidiary of Horizon Bank, Strata Trust benefits from financial stability and regulatory compliance, ensuring a trustworthy and reliable partner for your investment journey.

Empowering Investors

Since 2008, Strata Trust has been providing administration and custody services for alternative assets in self-directed IRAs, equipping investors and financial professionals with the tools and resources they need to thrive. Strata Trust’s commitment to innovation, expertise, and superior service enables investors to diversify their portfolios with a variety of alternative investments, such as:
  • private equity
  • real estate
  • precious metals
  • crowdfunding investments

Wholly Owned Subsidiary of Horizon Bank

Being a wholly-owned subsidiary of Horizon Bank, Strata Trust benefits from the financial resources, diversified range of financial products, and support of its parent company. This affiliation ensures stability and enhances the trust and confidence clients have in Strata Trust. The company’s regulation by the Texas Department of Banking offers clients an added layer of security.

Account Types and Features

Diverse group of investors discussing investments Strata Trust offers a variety of self-directed IRA account types, including:
  • Traditional IRA
  • Roth IRA
With a wide range of investment options and dedicated account management support, Strata Trust ensures that clients have the flexibility and resources they need to build a diverse and profitable investment portfolio.

Investment Options

At Strata Trust, clients have access to an array of investment options such as:
  • Real estate
  • Precious metals
  • Private equity
  • Cryptocurrency
  • Notes and mortgages
  • Tax liens
  • Private loans
  • Crowdfunding
This extensive selection of investment vehicles allows clients to diversify their portfolios and maximize returns, helping them achieve their retirement goals with the support of investment advice and effective retirement savings strategies.

Account Management and Support

Strata Trust is committed to providing personalized account management and support for their clients. Their comprehensive online platform, streamlined processes, and dedicated customer support team make account management a breeze. Clients can confidently manage their investments, knowing that they have a reliable partner in Strata Trust.

Fee Structure and Transparency

Transparent fee structure Strata Trust places a high priority on clear and affordable fee structures. Their fee structure encompasses setup, termination and ongoing service fees, making sure clients are aware of the costs linked to their accounts. The competitive fees offered by Strata Trust make it a viable choice for investors seeking an affordable self-directed IRA custodian.

Setup and Termination Fees

Strata Trust charges a reasonable $50 setup fee for their self-directed IRA services, covering three distinct account types: precious metals IRA, basic IRA, and flex IRA. In addition, they levy a $50 account closing fee should you decide to close your Strata IRA, ensuring clients are aware of costs throughout their investment journey.

Ongoing Service Fees

Strata Trust’s ongoing service fees are competitive, providing significant value compared to other custodians in the industry. By maintaining transparent and affordable fees, Strata Trust ensures that clients can focus on growing their investments without worrying about hidden costs.

Technology and Security Measures

Secure online account access Strata Trust offers the following benefits to clients:
  • Advanced technology and strong security measures to safeguard client information
  • Easy online access to accounts
  • Dedication to data security
  • User-friendly online platform for managing investments
These features give clients the confidence and convenience to manage their investments.

Online Account Access

With Strata Trust’s user-friendly online platform, clients can easily access and manage their accounts. The platform provides the following features:
  • View account information
  • Make transactions
  • Access resources
  • Update personal information
  • Change/reset passwords
  • Submit forms
All of these can be done from the convenience of a computer or mobile device.

Data Security

Data security is a top priority for Strata Trust. They implement a zero trust security architecture to safeguard against data breaches when using the cloud and have been awarded a System and Organization Controls (SOC) 2 Type I certification, attesting to the efficacy of their data security measures. Clients can trust that their information is well-protected with Strata Trust.

Client Experience and Satisfaction

Client Experience and Satisfaction Strata Trust is dedicated to offering a positive client experience, as demonstrated by various client testimonials and the company’s responsive attitude to feedback. Their commitment to client satisfaction ensures that investors have a reliable and supportive partner throughout their investment journey.

Client Testimonials

Clients consistently praise Strata Trust’s knowledgeable staff, helpful support, and efficient account management in their testimonials. These positive reviews reflect Strata Trust’s dedication to delivering exceptional service and empowering investors to take control of their financial futures.

Strata Trust’s Response to Feedback

Strata Trust actively responds to client feedback, demonstrating their commitment to continuous improvement and client satisfaction. By addressing concerns and implementing changes based on client feedback, Strata Trust ensures that they remain at the forefront of the self-directed IRA industry.

Industry Affiliations and Accreditations

Strata Trust maintains a strong industry presence through their BBB rating and industry partnerships, ensuring credibility and trustworthiness. credibility assured - strata trust company review Their affiliations and accreditations represent their commitment to offering high-quality self-directed IRA services and maintaining elevated standards of ethical business practices.

Better Business Bureau (BBB) Rating

Strata Trust holds an A+ rating with the Better Business Bureau, reflecting their commitment to customer satisfaction and ethical business practices. This prestigious rating showcases Strata Trust’s dedication to delivering high-quality services and maintaining a strong reputation in the industry.

Industry Partnerships

Strata Trust partners with various industry organizations, further solidifying their position as a reputable self-directed IRA custodian. These partnerships provide clients with access to a greater range of investment options and specialized expertise, ensuring a comprehensive and diverse range of self-directed IRA services.

Management Team

The management team at Strata Trust, guided by President Jeff Thompson, contributes a wealth of experience and knowledge to the company, guaranteeing effective leadership and strategic direction. With a wealth of knowledge in the financial services industry, the management team is well-equipped to guide Strata Trust and its clients toward success.

President Jeff Thompson

Jeff Thompson, President of Strata Trust, has over 20 years of experience in the financial services industry and is dedicated to the company’s mission of empowering investors.
  • Over 20 years of experience in the financial services industry
  • Dedicated to the company’s mission of empowering investors
  • Rapid growth and focus on client satisfaction and innovation under his leadership

Other Key Team Members

Other key team members at Strata Trust bring a wealth of knowledge and experience, contributing to the company’s success and growth. Their diverse backgrounds and expertise in the self-directed retirement space enable them to provide clients with exceptional service and support, ensuring a seamless investment experience.

Comparing Strata Trust to Competitors

While comparing Strata Trust to competitors, consider their distinct advantages and possible disadvantages for a well-rounded decision. Factors such as:
  • Investment options
  • Account management support
  • Fees
  • Industry affiliations
should be carefully weighed to ensure that your chosen self-directed IRA custodian meets your needs.

Unique Advantages

Strata Trust offers a wide range of investment options, personalized account management, and competitive fees, setting them apart from other self-directed IRA custodians. Their dedication to empowering investors and offering exceptional service ensures that clients have a dependable and supportive partner throughout their investment journey.

Potential Drawbacks

Potential drawbacks of Strata Trust may include limited account types and a lack of certain features offered by competitors, which should be considered when choosing a self-directed IRA company as a custodian. However, Strata Trust’s unique advantages and commitment to client satisfaction make them a strong contender in the industry.


In conclusion, Strata Trust Company offers a comprehensive range of self-directed IRA services, with a focus on empowering investors and providing exceptional support. Their competitive fees, diverse investment options, and industry affiliations make them a top choice for those seeking a reliable and trustworthy self-directed IRA custodian. Take control of your financial future and consider Strata Trust as your partner in achieving your retirement goals.

Frequently Asked Questions

What does strata trust company do?

STRATA Trust Company offers investors alternative custody options, empowering them to explore new investment options and take control of their portfolio.

How does self-directed IRA work?

A self-directed IRA allows you to save for retirement on a tax-advantaged basis and has the same IRA contribution limits as traditional or Roth IRAs. However, with a self-directed IRA, you are not limited to stocks, bonds, or funds — you can choose from a wide range of alternative investments such as real estate, private equity, precious metals, and cryptocurrency.

What is choice by Kingdom Trust?

Choice by KT is a regulated custodian providing innovative custody solutions and escrow services for individual and institutional investors. Their offerings are trusted and secure, ensuring an efficient and safe experience.

What types of accounts does Strata Trust offer?

Strata Trust offers Traditional, Roth, SEP, and SIMPLE IRA accounts, providing customers with a range of investment options to meet their retirement goals.

What investment options are available at Strata Trust?

Strata Trust offers a variety of investment options, including real estate, precious metals, private equity, cryptocurrency, notes and mortgages, tax liens, private loans, and crowdfunding.
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