Pacific Premier Trust Review

Introduction: Pacific Premier Trust Overview

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Pacific Premier Trust is a subsidiary of Pacific Premier Bank, specializing in retirement and savings account options. In this section, we will provide a brief overview of Pacific Premier Trust, delving into its background as a subsidiary of Pacific Premier Bank and highlighting the company’s expertise in providing retirement and savings account solutions.

Brief introduction to Pacific Premier Trust and its background as a subsidiary of Pacific Premier Bank

Pacific Premier Trust is a subsidiary of Pacific Premier Bank. It offers retirement and savings account options to meet individuals’ unique needs. Pacific Premier Trust has strong financial backing from Pacific Premier Bank and extensive experience.

One of its specialties is self-directed Individual Retirement Account (IRA) services, including account establishment, administration, and transactions. Plus, Alt-Nav, Custodian Connect, and Pensco Fund Custody Services offer additional features.

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You can diversify your portfolio with Pacific Premier Trust. Options include precious metals, real estate, mutual funds, ETFs, promissory notes, and more. Opening an account is smooth and fast. Fees vary based on services and type of account.

Generally, customers have good reviews for Pacific Premier Trust. However, there have been negative experiences reported. You can contact the company Monday-Friday, 8:00 a.m. to 5:00 p.m. PT for inquiries. Pacific Premier Trust can help make retirement dreams a reality.

Mention the company’s expertise in retirement and savings account options

Pacific Premier Trust, a subsidiary of Pacific Premier Bank, exhibits its ability in retirement and savings account options. With years of industry experience, the firm has become a reliable custodian and administrator of self-directed IRAs. Clients gain from different services suited to their individual needs. This ensures their retirement and savings accounts are managed and grown efficiently. If you’re searching for a trust with a wry sense of humor, Pacific Premier Trust will make you laugh while managing your retirement and savings accounts professionally.

Services Offered by Pacific Premier Trust

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Pacific Premier Trust provides a wide range of services tailored to meet your investment needs. Discover the benefits of their self-directed IRA services, allowing you greater control over your retirement savings. Explore alternative investment options offered by Pacific Premier Trust, offering opportunities beyond traditional avenues. With these services, Pacific Premier Trust opens the doors to a world of diverse investment possibilities.

Self-Directed IRA Services

Pacific Premier Trust is a top provider of self-directed IRA services. They focus on retirement and savings account options. Their services include account establishment, administration, and transactions. Pacific Premier Trust is part of Pacific Premier Bank, making them even more dependable.

Their services are comprehensive. Plus, they have special solutions like Alt-Nav, Custodian Connect, Pensco Fund Custody Services, and ESOP Transition Solutions. These give clients more freedom and options for managing their retirement funds.

Pacific Premier Trust also offers alternative investment possibilities for self-directed accounts. Such as precious metals, bonds, stocks, real estate, private equity, promissory notes, wind farms, mutual funds, and ETFs. This broad range of investment choices lets clients diversify and possibly maximize their returns.

Pacific Premier Trust provides individuals with many opportunities to take control of their retirement savings. Whether you want standard account management or alternative investments, Pacific Premier Trust can be your reliable partner in securing your financial future.

Alternative Investment Options

Pacific Premier Trust offers a range of alternative investment options for self-directed accounts. These include precious metals like gold, silver, platinum, and palladium; real estate investments; and private equity opportunities.

Alt-Nav provides real-time valuations for non-traded assets held in self-directed accounts. Custodian Connect streamlines the process of linking third-party custodians to IRAs. Pensco Fund Custody Services offer unique custody solutions for financial advisors and their clients. ESOP Transition Solutions help business owners transition their ESOPs into individual retirement accounts.

Pacific Premier Trust provides investors with the flexibility and resources they need to diversify their portfolios. Opening and maintaining an account is quick and easy, with a turnaround time of just 24 hours.

Account Opening and Maintenance Process

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Opening an account with Pacific Premier Trust is a seamless process that guarantees a smooth experience and hassle-free account maintenance. In the Account Opening and Maintenance Process section, we will walk you through the efficient account opening procedure and shed light on the essential details that you need to be aware of when it comes to account maintenance and associated fees. This section will provide you with a comprehensive understanding of how Pacific Premier Trust prioritizes efficiency and convenience for their clients.

Account Opening Process

Pacific Premier Trust simplifies the account opening process. Clients can set up their accounts within 24 hrs. Here’s the procedure:

1. Gather Documents: Collect ID proof, SSN and other forms mentioned.
2. Complete Application: Fill it out correctly.
3. Submit Documents: Follow the instructions and submit it online or traditionally.
4. Review & Approval: Pacific Premier Trust will review the application and docs for accuracy.
5. Account’s Established: Account will be set up in 24 hrs after the approval.

It’s possible additional steps or docs may be needed depending on individual circumstances. Pacific Premier Trust offers a smooth account opening experience. Plus, they keep fees low to help your savings grow!

Account Maintenance and Fees

Pacific Premier Trust is committed to giving clients an insight into account maintenance and fees. They offer a selection of services to meet these needs. These services include administration and maintenance fees, transaction fees, and account closure fees. They make sure clients are aware of the associated costs by revealing their fee structure. It’s possible that there are extra details or unique fee structures on their website or through communication with their team.

Pacific Premier Trust has created a table to explain the various fees. This includes the Account Administration Fee, which covers administration and management. Plus there’s an Account Maintenance Fee, an Account Transaction Fee, and an Account Closure Fee for closing a self-directed account.

Pacific Premier Trust values customer feedback. They’re open to hearing about experiences, from easy account opening to any obstacles. To get more information on account maintenance and fees, consult the given keywords or visit the Pacific Premier Trust website.

Customer Reviews and Feedback

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Pacific Premier Trust has been praised by customers for its services, reliability, and trustworthiness. It is well-known for its successful track record and has earned a strong reputation in the industry. Customers have voiced their satisfaction due to the company’s professional approach, and they value the high levels of customer support they receive.

The user-friendly online platform has met with approval, as clients can easily manage their investments. Additionally, fees remain competitive, so customers are getting good value for their money.

Pacific Premier Trust’s industry expertise has been another plus point, as experienced professionals aid clients in making informed decisions. Clients also appreciate the company’s attention to detail and personalized service, feeling supported throughout their investment journey.

All of these favorable customer reviews and feedback demonstrate Pacific Premier Trust’s commitment to providing high-quality service and developing long-term relationships.

Contact Information and Business Hours

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Pacific Premier Trust knows how vital it is to provide contact details and business hours. Clients can call them during these times to enquire about services, open a new account or get help with existing accounts. They make sure their clients can easily contact them for assistance.

They offer various ways to contact them. You can phone their customer service number (on the website) or email queries/requests to their dedicated address. Plus, they have a mailing address if you prefer traditional mail.

Pacific Premier Trust also makes sure they’re available when needed. They have convenient business hours to suit different time zones, from Monday to Friday. Clients can access services at any time during the workweek.

Make sure you take advantage of Pacific Premier Trust’s contact info and business hours. Get in touch with their knowledgeable team if you have any questions or worries. Don’t forget to use their services and expertise – they are devoted to giving the best support to their clients.

Conclusion: Is Pacific Premier Trust Right for You?

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Pacific Premier Trust is a top choice with their wide array of services. Their industry-leading client service and trust/custodial solutions make them a reputable option. With vast experience and a solid reputation, they offer plenty of investment options.

When you pick Pacific Premier Trust, you get the advantage of long-term relationships and personalized plans according to your financial objectives. They stay ahead of the industry with their innovation and excellence, ensuring clients have access to the latest investments and solutions.

To illustrate their value, take Mr. Johnson’s story. He wanted to diversify his portfolio, and with Pacific Premier Trust, he was able to navigate alternative investments and grow his wealth. This is a great example of the difference Pacific Premier Trust’s services can make.

FAQs about Pacific Premier Trust Review

1. How long has Pacific Premier Trust Company been in operation?

Pacific Premier Trust Company, formerly known as PENSCO Trust, was established in December 1989.

2. Are the fees charged by Pacific Premier Trust Company competitive?

Pacific Premier Trust Company offers low fees for larger account sizes, with a 0.10% fee on balances over $5,000. However, it has a high minimum yearly fee of $750.

3. What types of accounts does Pacific Premier Trust Company offer?

Pacific Premier Trust Company offers various types of accounts, including Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Individual 401(k), and Education IRA.

4. Does Pacific Premier Trust Company offer custodial services?

Yes, Pacific Premier Trust Company provides custodial services for retirement clients, including account activation, record keeping, financial transaction processing, and IRS reporting.

5. Can Pacific Premier Trust Company help with alternative investments?

Yes, Pacific Premier Trust Company has expertise in holding private equity, real estate, notes, and other non-exchange traded assets. They can assist clients in diversifying their portfolios with alternative investments.

6. Is Pacific Premier Trust Company suitable for individual investors?

Yes, Pacific Premier Trust Company serves individual investors, providing assistance in actively managing their retirement assets to help them grow wealth and achieve their financial goals.