Birch Gold for smaller accounts? My take as an old-timer

• •Been seeing a lot of chatter lately, especially from newer folks, asking about Birch Gold and whether they're a good fit for smaller accounts.
• •Figure I'd weigh in given my own experience with them, going back a good few years now.
• •They handled that relatively smoothly, no major complaints on the initial setup or asset transfer from my old brokerage account.

Been seeing a lot of chatter lately, especially from newer folks, asking about Birch Gold and whether they're a good fit for smaller accounts. Figure I'd weigh in given my own experience with them, going back a good few years now. When I first started diversifying into metals with them, my "small account" was still north of six figures – more like $250k initial roll – so take that for what it’s worth. They handled that relatively smoothly, no major complaints on the initial setup or asset transfer from my old brokerage account.

My portfolio now is mostly metal, probably 70% physical gold/silver, with the rest in some legacy equities and real estate here in Manhattan. I’m comfortable with that allocation; saw enough market gyrations on Wall Street to know that real assets are the only thing that truly holds value when the chips are down. Birch was always good about explaining the different options – allocated vs. unallocated, specific coin types, storage options. I ended up going with segregated storage for peace of mind, even if it cost a bit more. They connected me with Delaware Depository, which has been solid.

Here’s the thing though, and it’s something I hear echoed in other threads: their sales approach can be… persistent. Early on, I was getting calls every Tuesday like clockwork. Had to tell my rep flat out to cool it unless there was something genuinely new or an order to place. For someone just dipping their toes in with, say, a $10,000 or $25,000 IRA rollover, I wonder if that kind of aggressive follow-up could be off-putting. I know they have minimums, but they seem to imply they cater to a wider range than just the big fish.

So, for those of you with smaller amounts looking at Birch, what’s your experience been like? Are they still as attentive for you as they were for me? Or are you feeling like a smaller fish in a big pond? I’m genuinely curious if their entry-level service has improved or if it's still geared more towards those of us with deeper pockets who are already committed to significant metal allocations.