Joann Trevino is a registered investment advisor at Iron Oak Capital Management, based in Carlsbad, NM, with 3 years of industry experience. Joann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 41 clients with $13M 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% |
Fees may be negotiable.
Fee Estimator
Location
Carlsbad, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joann is a sole proprietor/owner of Three Vines LLC, a real estate property management company, dedicating about 10-20% of her time after business hours. She is also an officer of CFA Society New Mexico, spending minimal time on administrative tasks after business hours.
Employment History
Current Registrations
Iron Oak Capital Management
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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