Trent Speckman
Trent Speckman is a ChFC-designated registered investment advisor at Portfolio Medics, LLC, based in Bonita Springs, 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
Get directionsHistory
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.