In this Kirk Elliot Phd Private Advisors review we are going to mainly look at their Gold IRA services, do they even have one? Before we start it might be good to mention that another name for the Kirk Elliot PhD service is Sovereign Advisors. They do seem very authentic and honest and that is something I really like and that is a big plus in my book, especially in an industry that is filled with dishonest players.
Let´s see what we find out about the gold IRA service they offer!
If you are looking for the most transparent and honest Gold IRA service I know of then you might want to check out the small Precious Metals IRA business called Augusta Precious Metals.
Their fees aren´t the lowest, and they are far from the biggest company out there…
However, they are the most honest and transparent company + their customer service is outstanding!
So, if you care about those 2 things just as much as I do then make sure to have a look at their seervice.
Ok, with that being said, let´s continue with the Kirk Elliot PhD review!
Company: Kirk Elliot PhD Advisors (Sovereign Advisors)
Owner: Kirk Elliot (founder)
Who is it for: retirees, investors, etc
Overall rating: (4 / 5)
What is Kirk Elliot PhD Advisors? (and who is he?)
Kirk Elliot PhD Advisors are just as the name suggest Private Advisors, in other words a consulting firm that helps retirees and other investors with wealth managment. Their goal with their clients is to diversivy the assets of the client in a way that make it stable and even growing over time.
Thgeir service focus on their clients and they even make their clients well-being a priority over making any short term profits. It´s pretty obvious when you look at their website that they are trying to be as honest and transparent as possibe, and that is a huge plus, at least in my book!
Important to mention:
Kirk Elliot PhD Advisors only work in these states:
- New Mexico
So unless you live in any of those states the services of Kirk Elliot is not for you.
How does it work?
The goal of their firm is to make you make the most money possible to make it possible to live the life of your dreams. On their website you find these claims (on what they wish for you) below:
Secure your financial future
Grow your portfolio through strategy and investments
Use precious metals to create your investment portfolio
Continue with a life-long relationship to ensure your financial satisfaction
The first thing that happens is that you have to get in contact with someone in the Kirk Elliot PhD Advisor team, I tried this myself and the way I got in contact with them was through e-mail.
All good, the woman in the Kirk Elliot team wants to set up a call with me, and I assume that is the same process that all other interested clients have to go through.
The client continues to stay connected with the Kirk Elliot team even after your investment strategies are implemented. That is a great gesture in my opinion, there are so many so-called “wealth advisors” out there that stop interacting with you once they have set you up with your strategies.
They will help you to keep you informed on any changes in the economy, manage your wealth, and getting you through these times and into the next generation of your family that may inherit your assets.
In short, you can say that the end goal of Kirk Elliot is to build a relationship with you that will last for generations and help your legacy remain strong.
The services they offer:
The areas of expertize they do opperate in are as follows:
- Stocks and bonds
- Precious metals
- Precious metals IRA’s
- Real estate
- Storage options
Gold IRA service?
Yes, Kirk Elliot Phd offer Gold & Silver IRA services. This is exactly what I showed interest in when I got in contact with them!
In the e-mail, (as I expressed interest in Precious Metals IRAs in particular) I also got links to different videos on these subjects:
- KEPHD – Owning Gold
- KEPHD – How to beat inflation
- KEPHD – Asset Class Comparative Analysis 2022
- KEPHD – Owning Silver
- KEPHD – Precious Metals IRA
- KEPHD – Why Precious Metals
Very good informational videos for sure, so I think that was a great way to not only get in first contact with a potential client, but also to educate on the subject the client showed interest in, in my case, a precious metals IRA.
P.S. I didn´t find any info on their website on what custodian (or custodians) they work with. I also didn´t find any info on their fee schedule?
Kirk Elliot PhD Advisors Reviews online
As always in our reviews we look at the..
We are going to
BBB (Better Business Bureau)
BCA (Business Consumer Alliance)
Conclusion from this:
Well, as you clearly can see above we didn´t find anything from the most well-known and trusted, independent third-party, consumer protection agencies. There are reviews and testimonials to be found on their website though, but as with any website, I tend to take such reviews with a grain of salt.
The reason is pretty obvious, right?
If not, a) ANY business would only display positive reviews about themselfes on their website b) The reviews could be written by anyone, friend, brother, sister, grandma, etc. Yeah, you get the point.
Are there better alternatives?
This is a bit hard to say but one that you might want to check out for sure is Augusta Precious Metals as they got some similarities.
They are both smaller companies that focus on honesty and transparency.
With Augusta you (most likely) got a bit more of a “luxurious” experience though as they only work with people looking to invest a minimum of $50k.
The reason for it is that their customer service go beyond what other (even much bigger) companies does.
Pros and Cons
- Genuine and honest approach
- Not pushy or salesy agents
- Big focus on gold & silver
- Economists with PHd qualifications
- Better Business Bureau (BBB) rating of A+
- Not many reviews to be found online from clients
- Only available in some states
- Not much info on their website (fees, custodians, etc)
- Not a gold & silver dealer (only advisors)
Do you own or represent Kirk Elliot PhD Advisors?
If you are a representative or associate of Kirk Elliot PhD Advisors and have found something not to be correct in this review please, feel free to tell us and I will make sure to update the info on this post. The easiest way to do it is in the comment section below or simply by sending us an e-mail to email@example.com
Final words & verdict
Overall rating: (4 / 5)
Ok, this sums up the overall view pretty good. I like what I see from this firm, without a doubt! They are still very new though and much info is not available on their site, so that is a small minus. Also, there are no reviews to be found online from independent third-party consumer protection agencies, and that is, of course, another minus.
However, I would say that this precious metals IRA solution sounds a lot more genuine than 90% of the bigger companies in the industry.
This is a legit business for sure, Kirk Elliot is a real person and his credentials and knowledge is very real. The team he has surrounded himself with are also very knowledgable.
You might want to check them out, the thing I like most is that they seem like a very authentic and honest small business. Another small authentic company that I would recommend, at least if you are looking for a gold and/or silver IRA is Augusta.
I hope you found this short review on Kirk Elliot Phd Advisors to be helpful and that you now have a better understanding on what it is and if it´s something for you or not. If you have used any of their services then please share your experience in the comment section below as it can help others make better decisions! Also, if you got any questions about this I would be more than happy to answer them below!
I wish you success!
Michael, founder of Gold Retired