Trent Culver
Trent Culver is a ChFC-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Greenwood Village, CO, with 32 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
5445 DTC Parkway Suite 1100, Greenwood Village, CO, 80111
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 and 100% owner of Epiqwest Financial Corporation, where he sells insurance products including fixed life, disability, long-term care, and annuities. This takes about a quarter of his time, with an additional quarter of his time spent on securities trading. Trent is also a managing member of The Asset Exchange, a marketing firm for trust structures, dedicating a few hours per week to marketing and discussing trust structures.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Epiqwest Culver Wealth Advisors LLC
American Portfolios Financial Services, INC.Broker
Centaurus Financial, INC.Broker
Mcl Financial Group, INC.
Epiqwest Investment Corporation
Mcl Financial Group, INC.Broker
Neidiger, Tucker, Bruner, INC.Broker
Epiqwest Financial Coporation
Geneos Wealth Management, INC.Broker
Culver Investment Company, LLC
Culver and Company, INC.
Culver and Company, INC.
Valmark Securities, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Investment Management & Research, INCBroker
Pruco Securities CorporationBroker
State Registrations1 state
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