Allen Trim is a CFP-designated registered investment advisor at Blue Summit Wealth Management, based in San Diego, CA, with 15 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 230 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5%. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Allen works full-time as a Strategy Manager at ResMed, a medical device manufacturer, focusing on long-term planning and strategic initiatives. Allen also owns and manages a rental property, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Blue Summit Wealth Management
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.