Trent Dattoli is a registered investment advisor at Charles Schwab & CO., INC., based in Southampton, NY, with 26 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
16 Hill Street, Suite 6, Southampton, NY, 11968
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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 Activities
Trent owns Enlighten Surf and Sport, a sports and recreation retailer specializing in surfboards and surf supplies, since 2018. He dedicates about 10-20% of his time to this business, operating by appointment only on weekends and weekday evenings.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
H&r Block Financial Advisors, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Dreyfus Service CorporationBroker
State Registrations38 states
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.