2 years ago in August I opened an SD Roth IRA with Equity Trust. The women, Katherine Chapman, who sold me the account informed me there would be a annual fee of $190, which would be taken out a year from the time I opened the account each year. Well this information was false, and the following ...
Had been a client since 2005. Established two accounts: Roth IRA & SEP IRA Early August contacted ETC customer service for assistance in funding a trust account from my Roth. They denied my request, were very uncooperative AND, to date, failed to have someone call me back, as they had promised. ...
Set up a self directing IRA with this firm a few years ago. The fee schedule presented is not what they are giving me today after I tried to move the IRA to a different provider. The fee schedule they gave me today does even match their website fee schedule. They charge a premium to keep you there, ...