Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$378K average
Assets Under Management
$220.3M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,000
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Location

111 W. Oak Avenue, Ste 450, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Trevor is insurance licensed and sells life insurance and annuity products since 2020. This takes nearly a full-time commitment.

Employment History
Current Registrations
Previous Registrations
Morgan Stanley
May 2022 - May 2023 · 1 yr
Morgan StanleyBroker
March 2022 - May 2023 · 1 yr 2 mos
Principal Securities, INC.Broker
January 2021 - January 2022 · 1 yr
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.