Quest IRA (previously known as Entrust Retirement Services, Inc.) is a self-directed IRA third party administrator, and former Entrust Group franchise that went off on its own when Entrust ended its franchise program. Quest IRA’s headquarters is located in Houston, TX, but the company also has offices in Austin, Dallas and Mason, MI. According to their website, Quest IRA has plans to open an office in Seattle, WA as well. Below you will find more information about Quest IRA. If you have personal experience working with Quest IRA, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).
Quest IRA Licensing:
Custodial type: Third Party Administrator
Custodial partner: First Trust Company of Onaga
Quest IRA Clients:
Assets under custody: $800 Million+
A Better Business Bureau (BBB) profile could not be found for Quest IRA. If you come across one, please let us know so we can update the page.
Quest IRA’s Leadership & Staff:
President & CEO: H. Quincy Long
Staff size: 45
Quest IRA Location:
Houston, TX 77084
Fee Schedule for Quest IRA Self-Directed IRAs
The fee schedule for Quest IRA self-directed IRAs can be found here.
Note Quest IRA offers a family plan where a family (Husband, wife & children) can have an unlimited number of IRA accounts for one flat fee.
Other Products Offered By Quest IRA:
Coverdell Education Savings Accounts
Quest IRA’s Contact Information
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