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Trent Hughes

21 Years of Experience
Port Charlotte, FL
2 DisclosuresSells Insurance

Trent Hughes is a registered investment advisor at Amerigo Asset Management Corporation, based in Port Charlotte, FL, 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 10 clients with $3.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
10 clients
Average Client Portfolio
$389K average
Assets Under Management
$3.9M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $1.0M2.00%
$1.0M - $3.0M1.85%
$3.0M - $5.0M1.25%
$5M+1.25%

Additional assets above $5,000,000 are negotiable. Managed Income Accounts and Group Mutual Fund Accounts have different fee schedules. Managed Income Accounts: First $100,000 (Minimum $100.00 per year) - 1.5%, The next $100,001 to $1,999,999 - 1.0%, The next $2,000,000 or portion thereof - 0.7%, The next $2,000,000 or portion thereof - 0.5%, Additional assets above $5,000,000 - Negotiable. Group Mutual Fund: All assets including Mutual Funds (if any) - 1.10%

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4410 Library Street, Port Charlotte, FL, 33948

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History

Regulatory History (2)
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Regulatory
April 2009
Final
Customer Dispute
April 2002
Denied
Other Business ActivitiesSells Insurance

Trent is an insurance agent with Comp Edge since 2010, dedicating a few hours per week to providing insurance. Trent is also VP of Sales at Grazene (pharmaceutical) and owner of GetReal, a marketing and consulting firm for young athletes.

Employment History
Current Registrations
Amerigo Asset Management Corporation
May 2014 - Present · 11 yrs 11 mos
Previous Registrations
Brewer Investment Advisors LLC
July 2009 - January 2010 · 6 mos
Brewer Financial Services, LLCBroker
January 2009 - January 2010 · 1 yr
Brewer Financial Services, LLCBroker
May 2008 - August 2008 · 3 mos
Brewer Investment Advisers, LLC
May 2008 - August 2008 · 3 mos
Ameriprise Financial Services, INC.
March 2005 - May 2008 · 3 yrs 2 mos
Ameriprise Financial Services, INC.Broker
March 2005 - May 2008 · 3 yrs 2 mos
Ids Life Insurance CompanyBroker
March 2005 - July 2006 · 1 yr 4 mos
American Express Financial Advisors, INC.
October 2002 - February 2005 · 2 yrs 4 mos
American Express Financial Advisors INC.Broker
October 2002 - February 2005 · 2 yrs 4 mos
Ids Life Insurance CompanyBroker
October 2002 - February 2005 · 2 yrs 4 mos
Grand Financial, INC.Broker
October 2001 - August 2002 · 10 mos
Edward JonesBroker
July 1999 - October 2001 · 2 yrs 3 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.