Michael Trekas
Michael Trekas is a registered investment advisor at The Meridian Business Group, LTD, based in River Grove, IL, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 60 clients with $23M 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 | 1.00% |
Fee is 0.25% per quarter.
Fee Estimator
Location
2715 Thatcher Ave, River Grove, IL, 60171
Get directionsHistory
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
Since 2016, Michael has been an independent insurance agent selling insurance products and services to individuals and businesses. This requires a few hours per week.
Employment History
Current Registrations
The Meridian Business Group, LTD
State Registrations2 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.