Written Estimate Checklist
Every line item our institution documents in writing before a client commits capital. Review it at your own pace. Each value is verified against a source document and is binding upon issuance of your written estimate.
| Mandatory sales call | Source |
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FAQ
- What appears in our written estimate?
- Every one-time setup fee, annual admin fee, storage model (flat or scaling), purchase spread, liquidation spread, and minimum investment — itemized in writing, verified against source documents, and binding before any capital moves.
- Why is the purchase spread shown first?
- The purchase spread is the single largest line item in the lifecycle cost of a precious metals IRA. Documenting it in writing up front is the mathematical foundation of our accountability standard.