Advisor Insights
Insights for Advisors, Trustees, and Family Offices
Practical explanations of how physical precious metals work inside advisor-referred, trust, entity, and IRA-related accounts.
Precious Metals for RIAs
A practical guide for registered investment advisors fielding client questions about physical precious metals: client-directed structure, allocated title, custody, documentation, and the compliance questions to ask first.
Read moreGold for Financial Advisors
The end-to-end mechanics of physical gold for advisor clients — account opening, funding, product selection, allocated storage or delivery, statements, costs, taxes, and liquidation.
Read morePrecious Metals for Family Offices and Trusts
Titling, fiduciary considerations, multi-party visibility, valuation, and recordkeeping when family offices, trustees, and entities hold physical precious metals.
Read moreSelf-Directed Precious Metals IRA
How a self-directed precious metals IRA actually works: the custodian's role, eligible metals and fineness rules, funding by rollover or transfer, depository requirements, fees, prohibited transactions, and distributions.
Read moreAllocated vs. Unallocated Gold Storage
Ownership, counterparty risk, documentation, and cost across allocated, segregated, unallocated, and pooled metals storage — and the questions that reveal which one a client actually has.
Read moreAdvisor Compliance Checklist for Client-Directed Metals
A firm-level checklist for advisory firms whose clients hold physical metals: discretion and custody lines, billing treatment, held-away reporting, disclosure, referral arrangements, books and records, and supervision.
Read moreSpeak 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.