Keith Trent is a CFP, ChFC-designated registered investment advisor at Bentoak Capital, based in Lubbock, TX, with 26 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 798 clients with $970M 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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable based on account size, complexity, and relationship length. Accounts over $7,000,000 have negotiable rates.
Fee Estimator
Location
611 University Ave, Suite 220, Lubbock, TX, 79401
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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 ActivitiesSells Insurance
Keith is a licensed insurance agent in Texas since 1996 and a registered representative with LPL Financial since 2006. He also works as a finance professor at Texas Tech University and provides investment advisory services through Garrett Wealth Advisory Group, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Bentoak Capital
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward JonesBroker
Allstate Financial Services, LLCBroker
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.
Exams
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