Complete nightmare every step of setting up a SDIRA to investing in a Private Placement. When they tell you “it takes 3 to five days” what they don’t tell you is that you have to deal with 5 different departments that each take “3 to 5 days” so realistically you are 3 to 5 weeks going from account setup, account funding, Private Placement vetting, filling out investment forms, then going to ‘full service’ team, then auditing, then outgoing wires. None of these departments talk to each other, there is no workflow. They don’t answer their phones, they don’t return calls when you leave a message. The recording tells you to use the chat feature on their website (it does not exist!) – when I finally was able to speak to someone they said you have to log out and use the chat feature before logging it – I tried that – does not exist either. My initial investment was $100k. Their website says my ‘current value’ is $200k after 1 month – wow, doubled my money and website says I have a 50% return – huh?? All that to say their technology is terrible, business process do not exist. You have to constantly call to get them to move to the next process. They get 1 star for doing two things well – promptly collecting their fees and apologizing for poor performance. Somehow they found a way to juice up their ratings but those high ratings are only for a few individuals, not the company itself. Please don’t suggest I email Mark or Brian because they either don’t exist or don’t care. I copied both of them over 2 weeks ago on a problematic email chain. The sound of my phone not ringing is them not calling. Adam Bergman cannot be aware of what a disaster this outfit is. If he is aware, he would be wise to sell before this cluster implodes.
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