Trent Fifield is a CFP-designated registered investment advisor at Northcoast Asset Management LLC, based in St. Charles, IL, with 21 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,486 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthCoast Asset Management charges fixed rate fees for individually managed accounts, determined on a case-by-case basis. Factors include the amount of assets managed and the complexity of services provided. Legacy clients pay asset-based strategy fees as specified in their agreements. Fees are charged quarterly in arrears based on the net assets in the client's account. Fees are potentially subject to negotiation.
Location
St. Charles, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Connectus Wealth
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
First Union Securities, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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