Trent Speckman
Trent Speckman is a ChFC-designated registered investment advisor at Portfolio Medics, LLC, based in Fort Meyers, FL, with 37 years of industry experience. Trent 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, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
Fort Meyers, FL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trent is the President of Speckman Financial Group, Inc., an insurance business, since 1984. Trent dedicates about 10-20% of their time to insurance sales, business administration, and service.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Regal Investment Advisors LLC
Center Street Advisors, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
The O.N. Equity Sales CompanyBroker
Sammons Securities Company, LLCBroker
Mutual Service CorporationBroker
Princor Financial Services CorporationBroker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
Historic Square Equities, IncorporatedBroker
State Registrations1 state
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.
Exams
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