Curtis Trimble is a registered investment advisor at Solyco Wealth LLC, based in Birmingham, MI, with 23 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 158 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Location
210 South Old Woodward Avenue, Suite 240, Birmingham, MI, 48009
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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
Curtis is a Director at Solyco Core Partners, focusing on strategy and general management. He is also a part owner and member of Poppleton Partners, a lower middle market bank.
Employment History
Current Registrations
Solyco Wealth LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Brean Capital, LLCBroker
Global Hunter Securities, LLCBroker
Mkm Partners LLCBroker
Natixis Bleichroeder LLCBroker
Canaccord Adams INC.Broker
Sterne, Agee & Leach, INC.Broker
Ferris, Baker Watts IncorporatedBroker
Frost Securities, INC.Broker
State Registrations5 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.