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Trever Lawrence Robbins

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
747 clients
Average Client Portfolio
$509K average
Assets Under Management
$380.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.40%
$500K - $1000K1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.85%
$3.0M - $5.0M0.65%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees may be negotiable at the sole discretion of AWM.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

155 Dow Street, Suite 301, Manchester, NH, 03101

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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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Employment History
Current Registrations
Arcadia Wealth Management, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Avantax Advisory Services
August 2023 - August 2023 · 0 mos
Avantax Investment Services, INC.Broker
June 2023 - August 2023 · 2 mos
State Registrations2 states
MANH
Advisor
Exams
No exam information available for this advisor.