Trevor Holsinger
Trevor Holsinger is a registered investment advisor at Aspen Wealth Management, INC., based in Overland Park, KS, with 25 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 94 clients with $79M 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 | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
A minimum fee of $250 per quarter may be assessed for clients (maximum 0.50%). This fee will apply when a client’s asset management accounts total less than $100,000. Fees are negotiable.
Fee Estimator
Location
9300 W. 110th Street, Suite 680, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2010Other Business Activities
Trevor is the trustee of The Trevor K. Holsinger Rev Trust, engaging in personal/family investing since 1997. He spends minimal time searching for and evaluating investment opportunities.
Employment History
Current Registrations
Aspen Wealth Management, INC.
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.