Multiple investment options available, including precious metals, real estate, and private equity.

User-friendly online platform, "My Direction," that provides 24/7 access to account information and investment management.

Strong emphasis on client education, with various resources such as webinars and guides to assist investors.

Sliding scale fees can increase significantly for larger account balances, potentially raising costs for investors.

Storage fees for precious metals are not included in the annual administration fees, adding to overall investment costs.

Customer complaints regarding shipping delays for precious metals have been noted, which may affect service reliability.