Equity Trust is a self-directed individual retirement account (IRA) that allows users to have control over their financial future through investments. It gives users options to invest in a diverse set of assets. In this article, we compared the most popular pricing options available.
Summary of User Reviews
As of the date this article was written (3/08/18), there are not a lot of user reviews of Equity Trust online. If you are a past or current Equity Trust customer, leave a review to help other users that are deciding whether or not to use the company.
Equity Trust Pricing
Equity Trust’s pricing employs an annual fee schedule. Standard fees correspond to a user’s portfolio value. All fees are inclusive in the standard fee. A one time set-up fee costs $50, while standard fees range from $205 to $2,150 annually.
| One Time Set-up Fee | $50.00 |
| $1-14,999 | $205.00 |
| $15,000-24,999 | $290.00 |
| $25,000-49,000 | $330.00 |
| $50,000-99,999 | $400.00 |
| $100,000-199,999 | $480.00 |
| $200,000-299,999 | $660.00 |
| $300,000-399,999 | $710.00 |
| $400,000-499,999 | $1,025.00 |
| $500,000-599,999 | $1,680.00 |
| $600,000+ | Visit Site |
Equity Trust Features
Check out the list below for some of Equity Trust’s features.
- Access to diverse assets – Invest in assets such as real estate, mortgage notes, precious metals, foreign currency, and more.
- Tax-advantage account – Invest in tax-deferred or tax-free profits, plus the possibility of large tax deductions.
- Secured assets – Investments are protected under federal bankruptcy laws.
- myEQUITY access – Manage your investments easily through this online tool that is both fast and accurate.
Useful Equity Trust Resources
Self Directed IRA for Real Estate Investing: The Ultimate Guide – Want to invest with self-directed IRA, but don’t know where to start? In this article, we provide useful tips and strategies to help you in your decision.
How to Use Your 401k or IRA to Start or Buy a Business – This article guides you through 3 ways to start or buy a business using two options: 401k or IRA.
How to Set Up a SIMPLE IRA Retirement Fund – We created this guide to jumpstart your SIMPLE IRA retirement fund for your investments.
Equity Trust Overview Video
This video provides a quick background on how Equity Trust can help users in their investment.
Top Equity Trust Alternatives
Not sure if Equity Trust is the right fit for you? Read our reviews of all top retirement account providers for comparison.
