The Entrust Group Review

The Entrust Group Review 2026: A Veteran SDIRA Custodian With a Strong Portal but Customer Service Red Flags

Last verified: 2026-04-12 | Overall rating: 3.2/5

The 30-Second Verdict

The Entrust Group is one of the longest-running self-directed IRA custodians in the country, with 40+ years in business and $4-5 billion in assets under administration. Its online portal and mobile app are best-in-class for the SDIRA space. However, a 2.3/5 Trustpilot rating and persistent complaints about transfer delays and fee disputes should give prospective clients pause. If you value a polished digital experience and can tolerate higher fees, Entrust is a solid pick -- but check the fine print on transaction costs first.

What Is The Entrust Group and How Does It Work?

The Entrust Group is a self-directed IRA custodian and administrator. It does not manage your money or pick investments for you. Instead, it holds alternative assets -- real estate, precious metals, private equity, private lending, cryptocurrency, and more -- inside tax-advantaged retirement accounts. You direct the investments; Entrust handles the paperwork, custody, and IRS compliance. The company has 30 physical offices nationwide and serves 45,000+ clients.

Who Is The Entrust Group Best For?

Entrust is best for self-directed investors who want a wide menu of alternative asset classes inside an IRA, value in-person support at physical offices, and are comfortable paying premium fees for a polished digital experience. If you have a large account (where the $2,299 annual fee cap kicks in), Entrust becomes more cost-competitive. Investors who want lower fees and are comfortable with a simpler interface should look at competitors like Equity Trust or Alto IRA instead.

Fees

• Account establishment: $50
• Annual recordkeeping (base): $199
• Annual recordkeeping (cap): $2,299
• Asset value fee: 0.17% on assets above $50,000
• Asset purchase/sale: $95 per transaction (most alternative assets)
• Transaction fees: Vary by type (checks, expedited requests, etc.)

On a $10,000 investment held for one year, expect to pay roughly $50 (setup) + $199 (annual recordkeeping) + $95 (one buy transaction) = $344 in the first year. That is steep for a small account. On a $200,000 account, the 0.17% asset value fee on the amount above $50,000 adds $255, bringing the annual cost to roughly $549 (excluding transactions).

Minimum Investment

No explicit account minimum is stated. However, investment minimums range from $10,000 to $200,000 depending on asset class. Practical entry point is $10,000 or more.

Accreditation Requirements

No accreditation required. All individual and entity account types are welcome. This is standard for SDIRA custodians.

Liquidity -- How Do You Get Your Money Out?

Alternative assets held in Entrust IRAs can be bought and sold, but transactions involve paperwork and processing delays. Customers have reported weeks-long delays when withdrawing funds. Physical precious metals must remain with the custodian until distribution. There is no secondary marketplace. Expect friction and lead time when liquidating positions.

Historical Returns

Not publicly disclosed. As a custodian, Entrust does not manage investments or report performance. Returns depend entirely on the assets you choose to hold.

Any returns referenced are self-reported and not independently verified.

Regulatory and Legal Structure

The Entrust Group operates as a custodian/administrator. A related entity, Entrust Global Securities LLC, had SEC registration that ended 02/02/2021. The exact regulatory structure is unclear from public filings -- prospective clients should request clarification directly. The company is not a broker-dealer or registered investment adviser in its custodial capacity.

Pros

• Established company with 40+ years of experience and $4-5 billion in assets under administration
• Transparent fee structure with a $2,299 annual cap that benefits large accounts
• 30 physical office locations nationwide for in-person support
• Award-winning online client portal (Investopedia "Best Online Portal" in SDIRA space)
• Modern mobile app for managing investments on the go
• Broad range of supported alternative asset types with no accreditation requirement

Cons

• Trustpilot rating of 2.3/5 and Yelp rating of 2.5/5 indicate significant customer satisfaction issues
• Customer complaints about difficult transfer processes and weeks-long withdrawal delays
• Some customers have opened FINRA cases related to fee disputes and service issues
• $95 per-transaction fee adds up quickly for active investors
• Higher overall costs compared to some competitors, especially for smaller accounts
• Limited information about whether investments are held in segregated custodial accounts

The Bottom Line

The Entrust Group offers one of the most polished digital experiences in the self-directed IRA space, backed by four decades of operating history. The breadth of supported asset classes and 30 physical offices are genuine differentiators.

However, the gap between Entrust's marketing and its customer reviews is hard to ignore. A 2.3 Trustpilot rating, complaints about withdrawal delays, and FINRA cases suggest that the back-office experience does not always match the front-end polish. If you are considering Entrust, go in with realistic expectations about processing timelines and make sure the fee structure works for your account size.

For large accounts where the $2,299 fee cap provides value, Entrust is a reasonable choice. For smaller accounts under $50,000, the math is less favorable.

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