Trevor Turner
Trevor Turner is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Phoenix, AZ, with 14 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,658 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CBIZ Investment Advisory Services offers investment management through various programs:
- Private Wealth Services: Fees range from 0.10% to 2.0% annually, plus fees charged by third-party managers, strategists, Fidelity, Schwab, and Envestnet. CBIZ IAS receives an additional management fee of 0.05% for CBIZ Select Portfolios.
- American Funds Managed Portfolios: Fees range from 0.45% to 0.75% annually.
- InR Team Wrap Program: Annual fees range from 0.10% to 2.0% and include trade execution, custody, reporting, and investment advisory fees.
- InR Team Non-Wrap Fee Services: Annual fees range from 0.10% to 2.0%.
Fees are calculated quarterly in advance based on the market value of the account. Prepaid, unearned fees are refunded upon termination.
Location
4722 North 24th Street, Suite 300, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (2)
Financial
January 2019Financial
September 2018Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
Previous Registrations
Forusall
Ameritas Investment CORP.Broker
Wells Fargo Clearing Services, LLCBroker
Sunstreet Securities, LLCBroker
MML Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Life Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Ing Financial Advisers, LLCBroker
Quest Capital Strategies, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.Broker
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.