Nicholas Trevino
Nicholas Trevino is a registered investment advisor at Global View Capital Management LLC, based in Grapevine, TX, with 3 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.
Fee Estimator
Location
1701 West NW Highway, Grapevine, TX, 76051
Get directionsHistory
Regulatory History (5)
Employment Separation After Allegations
April 2025Criminal
May 1998Criminal
March 1998Criminal
January 1990Criminal
September 1989Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Global View Capital Management LLC
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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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