Process
How Metals Edge Wealth Works
A documented, advisor-friendly path from initial consultation to ongoing service — with clients retaining discretion throughout.
Seven Steps
A Simple, Advisor-Friendly Process
01
Advisor Consultation
Understand the client need, account type, and preferred path.
02
Client Education
Options, risks, costs, delivery, storage, and IRA-related considerations explained.
03
Account Structure
Select individual, trust, entity, family office, or IRA-related account.
04
Client Decision
Client retains discretion over purchase, sale, storage, delivery, and liquidation.
05
Execution & Documentation
Transaction execution, account setup, and storage or delivery coordination.
06
Online Account Access
Backend online access through Metals Edge Wealth for visibility and documentation.
07
Ongoing Support
Continuing service while respecting the advisor's primary client relationship.
FAQs
Common Questions From Advisors
Does Metals Edge Wealth manage client accounts?+
No. Metals Edge Wealth does not manage accounts or make discretionary investment decisions.
Who makes the purchase or sale decision?+
The client retains full discretion over purchase, sale, storage, delivery, and liquidation.
Can trust accounts be supported?+
Yes. Trust accounts are a core part of who Metals Edge Wealth serves.
Can family offices use Metals Edge Wealth?+
Yes. The Private Client Desk supports family office relationships.
Can clients request direct delivery?+
Yes. Direct delivery is supported alongside allocated storage.
Can clients use allocated storage?+
Yes. Allocated storage is supported with account-holder title.
Can clients access their account online?+
Yes. Backend online account access is provided through Metals Edge Wealth.
What does the advisor receive?+
Direct conversations with our team, account documentation, storage statements, and disclosures. Metals Edge Wealth is a precious metals dealer, not a registered investment adviser.
Are there any referral or solicitor arrangements with advisors?+
No, unless one is separately documented in writing and reviewed by the advisor's compliance counsel. Our default relationship with the advisor's client is direct, without compensation flowing to the advisor.
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.