Pacific Premier Trust Company Reviews

Welcome to a comprehensive review of Pacific Premier Trust Company, a prominent financial institution that offers a wide range of trust and custodial services. In this article, we will delve into the various aspects of Pacific Premier Trust Company, exploring its reputation, services, and customer experiences. Whether you are considering working with them or simply curious about their offerings, this review aims to provide you with valuable insights.

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About Pacific Premier Trust

Pacific Premier Trust is a trusted custodian bank that offers a wide range of financial services to individuals and businesses. With a strong focus on retirement planning and investment management, Pacific Premier Trust provides options such as self-directed IRAs, individual retirement accounts, and Coverdell education savings accounts. They also offer services for employee stock ownership plans, mutual funds, closed-end funds, and exchange-traded funds. Whether you're looking to invest in real estate, private equity, or hedge funds, Pacific Premier Trust has the expertise and experience to guide you through the process. With locations in San Francisco and Denver, Pacific Premier Trust is committed to providing exceptional service and helping clients achieve their financial goals.

pacific premier trust company review

Choosing Pacific Premier Trust

When choosing Pacific Premier Trust as your custodian bank, you can expect a seamless and efficient experience. With their extensive expertise and experience in the industry, they offer a wide range of services including self-directed IRAs, individual retirement accounts, and Coverdell education savings accounts. Whether you're looking to invest in mutual funds, closed-end funds, or exchange-traded funds, Pacific Premier Trust has you covered. They also provide options for alternative investments such as real estate investment trusts, private equity, and hedge funds. With their commitment to trust law and their thorough audit process, you can have peace of mind knowing that your assets are in capable hands.
Trust Pacific Premier Trust for all your investment needs.

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Fees and Pricing

Pacific Premier Trust Company Reviews - Fees and Pricing

Pacific Premier Trust Company Reviews - Fees and Pricing

Service Fee Additional Information
Account Opening $0 No fees for opening an account with Pacific Premier Trust Company.
Annual Maintenance Fee $100 Charged annually for maintaining the account.
Transaction Fees Varies Fee depends on the type and frequency of transactions made.
Wire Transfer $25 - $50 Fee ranges from $25 to $50 per wire transfer.
Account Closure $50 Fee charged for closing the account.

Contact Information

If you have any questions or need assistance, please don't hesitate to reach out to us. Our team at Pacific Premier Trust Company is here to help.

You can contact us by phone at [phone number], or you can email us at [email address]. Our office hours are [office hours].

If you prefer to visit us in person, our address is [address]. We are located in [city], making it convenient for those in the [city] area to stop by.

We understand that everyone's financial needs are unique, so feel free to contact us with any questions about our services or to discuss your specific investment goals. We look forward to hearing from you.

Complaints and Ratings

When it comes to Pacific Premier Trust Company, customer complaints and ratings play a crucial role in understanding the company's performance. Trustees and asset owners often rely on these reviews to make informed decisions about their investments.

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By analyzing ratings and complaints, individuals can gauge the company's level of service, responsiveness, and overall customer satisfaction. This information can be particularly helpful for those considering options such as self-directed IRAs, 401(k)s, or mutual funds.

Potential investors should take note of any recurring issues mentioned in the reviews, such as difficulties with customer service or problems with account management.

It's important to remember that while reviews can provide valuable insights, they should be considered alongside other factors, such as the company's reputation and industry experience.

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