Trevor Rupp is a registered investment advisor at 724 Capital, LLC, based in Archbold, OH, with 3 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,270 clients with $260M 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 | 1.00% |
Fees are negotiable.
Fee Estimator
Location
219 N Defiance St., Archbold, OH, 43502
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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.
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Trevor works as a pro shop attendant at Burr Oak Golf Club, dedicating a few hours per week. He also provides financial advisory services through CIG Financial on a full-time basis.
Employment History
Current Registrations
724 Capital, LLC
Independent Financial Group, LLCBroker
Previous Registrations
724 Capital, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations3 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.