Preferred Trust Company

Self-Directed IRA Custodial Servicespreferredtrustcompany.com

Preferred Trust Company is a Las Vegas-based, Nevada-licensed self-directed IRA custodian serving individual investors and investment sponsors, enabling retirement portfolio diversification into alternative assets like real estate, precious metals, and digital currency through a tiered-fee, portal-driven custody platform.

Company typePrivate
Founded2007
HeadquartersLas Vegas, United States
Headcount11–50
GTM typeB2C
OfferingServices

What Preferred Trust Company does

Preferred Trust Company, LLC is a privately held, Nevada-licensed self-directed IRA custodian operating from Las Vegas, serving individual investors who want to diversify retirement portfolios beyond traditional stocks, bonds, and mutual funds into alternative assets such as real estate, precious metals, digital currency, trust deeds, and promissory notes. Its product surface spans multiple IRA account types (Traditional, Roth, Inherited, SEP, SIMPLE, and Trust Accounts) plus an IRA LLC / Checkbook IRA structure that lets account holders exercise direct control over IRA funds. The underlying technology is the InfoVisa client portal (icp.infovisa.com), which provides 24/7 online account access, e-sign investment authorization forms, transaction submission, and fee payment workflows.

The business operates a hybrid go-to-market: a self-serve online application and consultation flow for individual investors, combined with a formalized "Investment Sponsors" partnership track in which investment companies refer their investor clients to Preferred Trust and receive sponsor-facing reporting on client progress. Revenue is generated through three streams: tiered annual IRA account administration fees scaled to total account value (from sub-$50K up through $600K+), per-transaction fees on alternative investments, precious metals trades, transfers, and wires ($20 to $300 per event), and asset-specific subscription fees such as the $300/year Precious Metals IRA administration fee. The company is regulated by the IRS and Department of Labor as an IRA custodian and holds Nevada Financial Institutions Division License No. TR10025, and it operates within an ecosystem of approved precious metals depositories, non-recourse real estate lenders, CPA partners, and corporate services providers.

Preferred Trust Company firmographics

Firmographics

Name: Preferred Trust Company
Legal name: Preferred Trust Company, LLC
Website: https://preferredtrustcompany.com
Company type: Private
Founded year: 2007
Operating status: Operating
Headcount range: 11–50 employees
Short description: Preferred Trust Company is a Las Vegas-based, Nevada-licensed self-directed IRA custodian serving individual investors and investment sponsors, enabling retirement portfolio diversification into alternative assets like real estate, precious metals, and digital currency through a tiered-fee, portal-driven custody platform.
Ownership category
akta.pro rank

Preferred Trust Company industry classification

Industry

Product category: Self-Directed IRA Custodial Services
NAICS: Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)
SIC: Finance Services (6199)
akta.pro primary industry: Directed Trust & Trust Advisory Services (FSAAANAK)
akta.pro secondary industries: Trust Administration & Fiduciary Accounting Services (FSAAANAF), Personal & Family Trust Services (FSAAANAA), Personal Trust & Fiduciary Administration (FSAEAKAA)

Keywords

Self-directed IRA custody
Alternative asset IRA
Retirement account administration
IRA custodian services
Checkbook IRA solutions

Where Preferred Trust Company is headquartered

Location

Headquarters

HQ city: Las Vegas
HQ country: United States
HQ region: North America

Offices2 records

Markets served

Preferred Trust Company business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

Annual IRA Account Administration Fee: Annual fee assessed based on total account value (assets and cash combined). Tiers range from $0-$50,000 up to $600,001 and above. Includes unlimited contributions and distribution processing, fair market adjustments, annual statements, tax reporting, 24/7 online access, and IRA education.
Transaction Fees: Fees charged upon completion of requested services including real estate transactions, precious metals purchases/sales, trust deed investments, alternative investments, digital currency transactions, and full/partial transfer outs.
Precious Metal IRA Administration Fee: $300 per year for IRA exclusively holding precious metals. Covers IRS tax reporting, daily precious metal valuations, 24/7 online portal services, depository fee processing, and statement preparation.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Annual IRA Account Administration Fee by account value
Subscription	Annual	Precious Metal IRA Exclusive Administration Fee
Transaction based/ take rate	Pay-as-you-go	Transaction Fees

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Preferred Trust Company product offering

Product offering

Core offering

Preferred Trust Company is a self-directed IRA custodian that administers Traditional, Roth, Inherited, SEP, and SIMPLE IRAs as well as Trust Accounts, enabling holders to invest retirement funds in alternative assets such as real estate, precious metals, digital currency, trust deeds, and promissory notes that are not offered by conventional brokerage custodians. The firm provides an InfoVisa-powered client portal for 24/7 account access, e-sign investment authorization, transaction processing, fair market valuations, and IRS/state tax reporting, and earns fees through tiered annual account administration charges and per-transaction fees.

Product overview

Preferred Trust Company offers a comprehensive self-directed IRA custodian platform enabling investors to diversify retirement portfolios beyond traditional stocks and bonds into alternative assets. The core offering consists of multiple IRA account types (Traditional IRA, Roth IRA, Inherited IRA, SEP IRA, SIMPLE IRA, and Trust Account) paired with an optional IRA LLC structure for checkbook control. The platform supports a diverse range of alternative asset investments including real estate (rental properties, investment funds), precious metals (stored at approved depositories like Delaware Depository), digital currency, trust deeds/mortgages, and promissory notes. Additional services include a 24/7 online client portal, e-sign document capabilities, investment authorization forms, fair market valuation processing, and expense authorization for property management. The company generates revenue through tiered annual account administration fees based on IRA value, transaction fees per investment, asset-specific administration fees (real estate, precious metals), and account transfer/termination fees.

Differentiator

Problem solved

Functional benefit

Products and services

Traditional IRA (Self-Directed) A self-directed Traditional IRA allowing tax-deferred contributions and transfers from other qualified retirement plans such as 401(k), pension plans, or other Traditional IRAs, for individuals seeking to hold alternative assets in retirement accounts.
Roth IRA (Self-Directed) A self-directed Roth IRA allowing after-tax contributions with tax-free growth and distributions, including options for conversion from Traditional IRAs, for individuals seeking tax-free retirement growth on alternative-asset investments.
Inherited IRA An IRA inherited from a deceased account owner, available in both Traditional and Roth variants, enabling beneficiaries to manage inherited retirement assets in a self-directed structure.
SEP IRA (Self-Directed) A Simplified Employee Pension IRA allowing employers to contribute up to 25% of employee compensation, with higher contribution limits than traditional IRAs, for businesses offering retirement benefits without conventional plan costs.
SIMPLE IRA A Savings Incentive Match Plan for Small Businesses and Employees IRA allowing up to 3% matching contributions annually for small business retirement plans, designed for lower administrative burden than conventional retirement plans.
Trust Account A client agreement for trust/custodial administration with the option of Preferred Trust Company acting as Trustee and/or Custodian, for clients requiring fiduciary administration of retirement or custodial assets.
IRA LLC (Checkbook IRA) An IRA LLC structure allowing account holders to exercise checkbook control over IRA funds for direct investments, bypassing custodian approval for transactions, for investors seeking faster transaction execution.
Real Estate Investment Services Self-directed IRA services enabling investment in rental properties, investment funds, and trust deeds with associated transaction and administration fees, for investors seeking real estate exposure within retirement accounts.
Precious Metals Investment Services IRA custodial services for precious metals investments including gold, silver, platinum, and palladium stored at approved depositories, with a $300/year exclusive precious-metals IRA administration fee and transaction fees for purchases, sales, and in-kind distributions.
Digital Currency Investment Services IRA custodial services for digital currency/cryptocurrency investments with dedicated account setup, transaction, and annual depository fees, for IRA holders seeking cryptocurrency exposure through retirement accounts.
Trust Deed/Mortgage Investment Services IRA custodial services for trust deed and mortgage investments processed through licensed mortgage brokers, with a $20 per-transaction fee for trust deed investments.
Promissory Note Investment Services IRA custodial services for secured or unsecured promissory note investments, for IRA holders seeking fixed-income alternative investments within retirement accounts.

Quantifiable outcome

Google rating of 4.8 out of 5 based on 400 reviews
+1 more outcomes

Companies that use Preferred Trust Company

Customer profile

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Preferred Trust Company technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Preferred Trust Company partnerships and signals

Strategic signal

Partnerships

Ten partnerships are on record, tiered core and supporting.

Delaware DepositorycoreTechnology or IntegrationDelaware limited purpose trust company acting as sub-custodian of precious metals bullion invested in IRAs. Receives, inspects, securely stores, ships out, and issues reports on IRA Bullion holdings subject to custodian's instructions.
IDS of DelawarecoreTechnology or IntegrationFully-secure, fully-insured precious metals depository. Specializes in segregated storage of client assets and Master/Sub account arrangements for IRA Precious Metals.
Strategic Wealth Preservation (SWP)coreTechnology or IntegrationApproved storage provider for precious metals held within Self-Directed IRAs. Offers domestic storage in Texas or Delaware, or offshore in Cayman Islands. Assets are 100% allocated, segregated, and fully insured in Class III UL-rated vault. Member of LBMA, SBMA, IPMI, ICTA.
First Western Federal Savings BankcoreOthersNon-recourse lender helping investors leverage retirement plan assets to purchase real estate inside self-directed IRA or 401(k). Lends on single family dwellings, apartments, commercial buildings, and income-producing Ag land.
North American Savings BanksupportingOthersAmerica's premier non-recourse lender for IRA real estate investments.
Titan BanksupportingOthersOver 100 years of service, specializes in small business loans with SBA commendation. Branches in Palo Pinto County, TX with loan officers nationwide making loans in all 50 states.
Corporate Filings LLCsupportingImplementation/ SI/ Consulting PartnerNational corporate services conglomerate specializing in corporate compliance, corporate filings, and registered agent services. Also handles intellectual property acquisition and leasing.
PC Financial AdvisorssupportingImplementation/ SI/ Consulting PartnerCPA services for investors - helping investors build passive income and save on taxes.
Ignite FundingcoreGTM or Marketing PartnerInvestment company whose clients predominantly choose Preferred Trust as their Self-Directed IRA custodian. Testimonial cites speed, efficiency, and customer service as key benefits.
BV CapitalcoreGTM or Marketing PartnerSend investors to Preferred Trust for IRA needs. Testimonial notes attentive, easy-to-work-with service and excellent customer experience.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Preferred Trust Company competitors and assessment

Company assessment

Direct peers

Equity Trust Company: One of the largest U.S. self-directed IRA custodians, offering administration for alternative-asset IRAs (real estate, private equity, notes, crypto). Directly comparable business model, product set, and target customer base as Preferred Trust.
Advanta IRA: Self-directed IRA administrator supporting real estate, private placements, and other alternative investments. Comparable fee model and customer type as Preferred Trust.
Nuview Trust Company: Specialty custodian for self-directed IRAs invested in alternative assets including real estate, notes, and private equity. Similar niche positioning and target customers.
IRA Financial Trust: Self-directed IRA custodian that pioneered the Checkbook IRA / IRA LLC structure, a product Preferred Trust also offers. Direct competitor in the same niche.
Pensco Trust Company: Long-standing self-directed IRA custodian focused on alternative-asset retirement accounts. Comparable fee structure and target audience of individual alternative-asset investors.
Millennium Trust Company: Major self-directed IRA custodian serving individual investors and institutional sponsors, with a broad alternative-asset menu. Closest direct competitor in both individual and investment-sponsor segments.
Kingdom Trust: Self-directed IRA and custody provider with strong alternative-asset capabilities including digital assets. Closely comparable product suite and customer positioning.
STRATA Trust Company: Specialized self-directed IRA custodian supporting alternative investments including real estate, notes, and digital assets. Direct competitor in the niche Preferred Trust occupies.

Emerging players

Rocket Dollar: Fintech-led self-directed retirement platform offering IRA and Solo 401(k) accounts with alternative-asset access including real estate and crypto. A more tech-forward emerging competitor overlapping with Preferred Trust's target market.

Broad incumbents

Charles Schwab (Schwab Self-Directed IRA): Large incumbent brokerage offering self-directed IRAs with a more limited alternative-asset menu. Represents the broader pool of capital Preferred Trust is positioning away from by specializing in alts.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights6 records

Customer concentration

Preferred Trust Company financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Preferred Trust Company leadership team

Management profile

Number of profiles

Preferred Trust Company funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Preferred Trust Company M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Preferred Trust Company

What does Preferred Trust Company do?

Is Preferred Trust Company a public or private company?

Preferred Trust Company is a private company. It is classified as unknown and is currently operating.

When was Preferred Trust Company founded?

Preferred Trust Company was founded in 2007. It employs 11 to 50 people.

Where is Preferred Trust Company based?

Preferred Trust Company is headquartered in Las Vegas, United States, in the North America region.

How does Preferred Trust Company make money?

Three revenue lines are on record. Annual IRA Account Administration Fee is the primary driver. The others are transaction Fees and precious Metal IRA Administration Fee.

Who are Preferred Trust Company's main competitors?

Direct peers on record are Equity Trust Company, Advanta IRA, Nuview Trust Company, IRA Financial Trust, Pensco Trust Company, Millennium Trust Company, Kingdom Trust and STRATA Trust Company. Rocket Dollar is listed as an emerging player. Charles Schwab (Schwab Self-Directed IRA) is listed as a broad incumbent.

Does Preferred Trust Company have an API?

No public API is recorded for Preferred Trust Company.

What industry is Preferred Trust Company in?

Preferred Trust Company's product category is Self-Directed IRA Custodial Services. Its primary akta.pro industry code is FSAAANAK, Directed Trust & Trust Advisory Services, with a secondary code of FSAAANAF, Trust Administration & Fiduciary Accounting Services. Its NAICS code is 52592 and its SIC code is 6199.