Trevor O'connor is a registered investment advisor at Precision Wealth Strategies, LLC, based in St. Louis, MO, with 5 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, Investment Management, and 2 more. Their firm serves 342 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PWS charges an annual advisory fee, either fixed or based on a percentage of your portfolio. The percentage typically ranges from 1% to 2.2%. For some clients, PWS uses a tiered schedule, where the percentage charged depends on the amount in each tier. Fees for directly-managed held-away accounts, such as 401(k)s, may be billed directly to the client.
Location
4622 Macklind Ave, St. Louis, MO, 63109
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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 is involved in several outside business activities, including owning TOConsulting, LLC, serving as Treasurer for Iota Mu Chapter of Theta Chi Fraternity Alumni Corporation, and holding passive investments in multiple real estate and credit funds. These activities take up a minimal amount of Trevor's time overall.
Employment History
Current Registrations
Precision Wealth Strategies, LLC
State Registrations1 state
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