Trent Overzet is a registered investment advisor at Strategic Investment Solutions, INC., based in Orland Park, IL, with 9 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,695 clients with $830M 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% |
The maximum annual fee is 1.50%. The fee can be lowered based on the advisor’s discretion.
Fee Estimator
Location
9501 W 144th Place, Orland Park, IL, 60462-2562
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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
Trent works as a Para Planner/Assistant for Strategic Investment Solutions, Inc., dedicating nearly full-time hours to client services and advisor support. Trent also provides tax preparation services through Robert Byrns EA.
Employment History
Current Registrations
Strategic Investment Solutions, INC.
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Forum Financial Management, LP
LPL Financial LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations24 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.