Pacific Premier Trust Complaints

pacific premier trust complaints

Pacific premier trust offers a range of options for retirement accounts, including self directed IRAs. This financial organization can handle various custodial services, including account applications and activation, financial transaction processing, and record keeping for the IRS.

The company also provides esa accounts, which are savings accounts designed for education expenses. They can be withdrawn tax-free for qualifying educational costs.

Customer Service

Located in Irvine, California, Pacific Premier Trust Company is an investment custodian that offers retirement plan administration and self-directed IRA services. It also provides clients with access to alternative assets, such as real estate and private equity. Clients can use these assets in their IRAs, which allows them to gain more control over their investments.

The company also offers services for small business owners, including SEP and SIMPLE IRAs. These accounts allow employees to make tax-deductible contributions, which can help employers save money on taxes. Its user-friendly online platform and experienced staff make it an excellent choice for individuals looking to invest in their retirement funds.

The company has a wide range of investment options and offers competitive fees. Its team of professionals has extensive experience in the industry and can provide personalized guidance throughout the process. It also offers a range of technology to simplify administrative processes and improve transparency. This makes it an ideal choice for investors who want to maximize their returns on investments.


Pacific Premier Trust, which is a subsidiary of Pacific Premier Bank, offers a wide range of services for retirement accounts. Its staff has experience with self-directed IRA investments as well as traditional and Roth IRAs, and can help you with your individual retirement account. It also has a lot of experience with small business retirement accounts, including SEP and simple IRAs.

The company has a good reputation for customer service and stresses transparency on its fees. Its team can help you choose and manage your IRA portfolio, as well as make sure that any investments are IRA-compliant. They also offer free consultations to new customers.

The company’s management team includes William Eustis as head of sales and Tamara Wendoll as COO. The company’s board of directors includes a former Harlan Fiske Stone Scholar from Columbia University School of Law. They have a great track record of helping clients achieve their financial goals. You can view the company’s filings on the PACER website.

Investment Options

The company offers a wide range of investment options for retirement savers. This includes alternative assets like private equity and marketplace lending. It also offers traditional IRA accounts and small business retirement accounts like SEP and SIMPLE IRAs. Its team is experienced in converting inherited IRAs into a Roth or traditional account.

The firm is also an approved custodian for alternative investments such as real estate and promissory notes. This allows IRA owners to invest in a wide variety of opportunities, including commercial real estate, art and private equity. The company also provides a Prism Fund for nonaccredited investors, which includes five asset classes: art, commercial, legal and private business credit.

Pacific Premier Trust has announced plans to outsource its back office operations. It will be moving to SEI’s SWP, a fully integrated, single-infrastructure technology solution for wealth management firms and their clients. This will help them meet increasing customer demand for an advanced digital experience.


Pacific Premier Trust uses multiple security measures to protect its client’s accounts. They use two-factor authentication and encryption methods to ensure the safety of personal information. They also have a team dedicated to monitoring their systems for malware, so that they can take quick action if any issues arise. They also offer secure storage for precious metals and other items.

Pacific premier offers a variety of retirement account options. They can help you set up a traditional, Roth, or self-directed IRA, as well as an education savings account (ESA). They can also handle other types of retirement plans, including SEP and SIMPLE IRAs and small business retirement accounts.

In addition, Pacific Premier can hold a wide variety of assets that are not available with other custodians, such as real estate, promissory notes, marketable securities, and wind farms. This makes them a great option for investors who are looking to diversify their portfolios. They also have lower minimum account balance requirements than many other trust companies.