Provident Trust Group is a large IRA custodian – with around $3 billion under custody and more than 30,000 clients. Provident Trust Group was founded in 2008, and is located in Las Vegas, Nevada. Below you will find more information about Provident Trust Group. If you have personal experience working with Provident Trust Group, 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).
Provident Trust Group Licensing:
Custodial type: Trust Company
State where licensed: Nevada
Provident Trust Group Clients:
Clients: 30,000+
Assets under custody: +/- $3 Billion
Client Protections
Better Business Bureau (BBB) Accreditation: Company accredited since 9/05/2012
BBB file opened: 12/02/2008
To view the complaints brought against Provident Trust Group, view the company’s BBB profile.
Provident Trust Group’s Leadership & Staff:
CEO: Theresa Fette
President: Jason Helquist
Staff size: ?
Provident Trust Group Location:
Las Vegas, NV 89148
Fee Schedule for Provident Trust Group Self-Directed IRAs
The fee schedule for Provident Trust Group self-directed IRA accounts can be found here.
Other Products Offered By Provident Trust Group:
Health Savings Accounts (HSA)
Solo 401(k)s
Education Savings Accounts
Provident Trust Group’s Contact Information
Phone: 888-855-9856
Fax: 702-253-7565
Hours: Monday-Friday 7am-4pm (PST)
Website: trustprovident.com
We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on Provident Trust Group which warrants addition to this page, please email us at info@nuwireinvestor.com.
Sara says:
On the Better Business Bureau website, it is stated that Provident Trust Group is accredited as of 9/5/12.
admin says:
Thanks for catching that Sara. We have updated the page accordingly.
Mark Iwanowski says:
Has your firm done SD IRAs with venture capital GP who used his/her IRA funds to invest in to the LLC Fund? If so how is management fees paid on on yearly basis (typically 2% of the managed capital) handled?
I have heard from other SD IRA custodians that can be done but getting conflicting answers on how salary paid through management fees has to be handled. Can you clarify?