Built for Financial Advisors
A Precious Metals Platform Built for Financial Advisors
Metals Edge Wealth helps registered investment advisors, wealth managers, trust professionals, and family offices give clients access to physical precious metals through a client-directed, allocated, and transparent account experience.
Built for high-net-worth clients, trust accounts, entities, and family offices — including direct delivery, allocated storage, IRA workflows, and secure backend online account access.
Our Trusted Service Providers
Brink's
Global Services · NYSE: BCO · Est. 1859
A-Mark
Precious Metals · NASDAQ: AMRK · Est. 1965
TDS Vaults
Allocated Depository Infrastructure
Goldstar Trust
IRS-Approved IRA Custodian
Why Metals Edge Wealth Exists
Clients Are Asking About Physical Metals. Advisors Need a Better Way to Help Them.
High-net-worth investors, trustees, and family offices are increasingly asking about tangible assets, direct ownership, storage, and precious-metals diversification — but most advisors do not want to send clients into a retail dealer environment built around pressure, hype, or unclear account structures.
Metals Edge Wealth was created to provide a more professional path: advisor-friendly education, clear documentation, allocated storage options, direct delivery support, IRA coordination, and backend online account access — while clients retain full discretion over all account decisions.
Advisor-Friendly Process
Client-Directed Structure
Allocated Account Ownership
Online Account Visibility
Built for Complex Relationships
Built for High-Net-Worth Clients, Trusts & Family Offices
Metals Edge Wealth is designed for clients and account structures that require more than a standard retail precious-metals transaction.
High-Net-Worth Investors
Trust Accounts
Family Offices
Entity Accounts
Advisor-Referred Clients
IRA Clients
Our Role
Client-Directed. Non-Discretionary. Advisor-Friendly.
Metals Edge Wealth does not manage client accounts, trade on behalf of clients, or make discretionary allocation decisions. The client retains full discretion over all purchase, sale, storage, delivery, liquidation, and account decisions. Our role is to provide education, execution support, documentation, storage coordination, account access, and service infrastructure.
What We Do
Metals Edge Wealth Provides
- Provides precious-metals education
- Supports account opening
- Helps coordinate purchase and sale execution
- Supports direct delivery and allocated storage workflows
- Provides backend online account access
- Supports IRA-related coordination where applicable
- Provides documentation and account service
What We Don't Do
Metals Edge Wealth Does Not
- Does not manage client portfolios
- Does not make discretionary trading decisions
- Does not guarantee returns
- Does not replace the advisor
- Does not provide legal or tax advice
- Does not use pressure-based sales tactics
Private Client Desk
Private Client & Family Office Support
For larger accounts, trust relationships, entity accounts, and family offices, Metals Edge Wealth provides a more coordinated service experience — account setup, documentation, storage coordination, online access, and ongoing support.
Allocated Storage & Title
Allocated Storage. Account-Holder Title. Direct Documentation.
For stored metals, Metals Edge Wealth supports an allocated account structure where metals are titled and allocated in the account holder's name. Clients receive allocated title documentation directly from the depository.
Educational
Allocated vs. Unallocated Storage
Allocated
- Specific metals are allocated to the account holder
- Ownership records are tied to the account
- Suited for clients who value documentation and direct ownership structure
Unallocated
- Client may have a claim on a quantity of metal rather than specific holdings
- May be less appropriate for clients who want account-level documentation
Institutional Trust Stack
A Verifiable Precious Metals Infrastructure
Metals Edge Wealth is supported by a trust ecosystem designed to give advisors and clients greater confidence at every stage — from sourcing to storage to IRA custody.
Brink's Global Services
TDS Vaults
AMARK Precious Metals
Goldstar Trust Company
Relationships, custodians, storage providers, and depositories may vary by account type and client need. All final account documentation should be reviewed by the client and their advisors.
Advisor Due Diligence
Built to Support Advisor Review
We know advisors need more than a sales conversation. On an intro call we walk you and your compliance team through the topics below — directly, without a marketing deck.
How It Works
Three Steps from Account to Allocated Holdings
01
Open Account
Individual, trust, entity, family office, or IRA — we coordinate the account structure and documentation.
02
Allocate & Store
Metals are purchased, titled in the account holder's name, and held in segregated allocated depository storage.
03
Client Online Access
Backend online account shows holdings, storage status, allocated title, and activity — anytime.
The Difference
A More Professional Alternative to the Traditional Dealer Model
Education First
Education First. No Hype. No Pressure.
Metals Edge Wealth is designed for serious investors and financial professionals. We do not rely on fear-based selling, guaranteed-return language, or high-pressure tactics. Clients should understand the risks, costs, storage choices, liquidity considerations, and account structure before making any decision.
Frequently Asked Questions
Answers Advisors Ask First
What are the account minimums?+
Account minimums vary by structure (individual, trust, entity, family office, IRA). Most advisor-introduced relationships start in the high five-figure to low six-figure range. We'll confirm specifics on the consultation call.
How are fees structured?+
Pricing is transaction-based on the metals purchase, plus depository storage fees billed by the storage provider. There are no advisor-paid platform fees and no recurring management fees from Metals Edge Wealth.
Who actually holds title to the metals?+
Stored metals are titled and allocated in the account holder's name (individual, trust, entity, IRA, etc.). Allocated title documentation is issued by the depository directly to the account holder.
Is the client's metal insured?+
Yes. Stored metals are held in segregated allocated storage and are insured under the depository's all-risk insurance program underwritten by Lloyd's of London.
Can metals be held inside an IRA?+
Yes. We coordinate IRA workflows with Goldstar Trust Company, an IRS-approved self-directed IRA custodian. Only IRS-eligible bullion qualifies; we'll walk you through the rules.
Can the client take physical delivery?+
Yes — for non-IRA accounts. Clients may liquidate, transfer, or request direct delivery at any time. IRA accounts have additional rules around distribution and physical possession.
How do clients view their holdings?+
Metals Edge Wealth provides backend online account access showing holdings summary, storage status, allocated title documentation, and recent activity.
Does Metals Edge Wealth replace my advisor relationship?+
No. We are client-directed and non-discretionary. We do not provide investment advice, manage portfolios, or compete for the advisor-client relationship.
Speak With Our Team
Give Clients a More Professional Path to Physical Precious Metals
Metals Edge Wealth helps advisors support client interest in physical precious metals through a documented, client-directed, allocated, and transparent account experience.