Any transaction that requires Preferred Trust Company to provide additional assistance in completing the transaction will be assessed a IRA Service/Research Fee per hour.
© 2017 Preferred Trust Company, LLC. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST COMPANY, LLC “Preferred Trust” 2140 E Pebble Road | Suite 140 | Las Vegas, NV 89123 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR1002.