Trevore Meyer is a CFP-designated registered investment advisor at Financial Design Studio, INC., based in Deer Park, IL, with 9 years of industry experience. Trevore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 134 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Minimum portfolio value requirement of $875,000 for investment management services, which may be waived at the firm's discretion.
Fee Estimator
Location
21660 West Field Parkway, Suite 118, Deer Park, IL, 60010
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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 →Employment History
Current Registrations
Financial Design Studio, INC.
Previous Registrations
Presence Financial INC.
State Registrations3 states
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