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Trevor Turner

CBIZ Investment Advisory Services, LLC
15 Years of Experience
Phoenix, AZ
2 Disclosures
View SEC Summary
View SEC Summary

Trevor Turner is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Phoenix, AZ, with 15 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,850 clients with $13B in assets under management.

CBIZ Investment Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,850 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.10% to 2.0% depending on the program, account size, complexity, and services selected. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4722 North 24th Street, Suite 300, Phoenix, AZ, 85016

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2019
Pending
Financial
September 2018
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Forusall
March 2021 - March 2022 · 1 yr
Ameritas Investment CORP.Broker
February 2019 - October 2019 · 8 mos
Wells Fargo Clearing Services, LLCBroker
March 2018 - December 2018 · 9 mos
Sunstreet Securities, LLCBroker
December 2015 - December 2016 · 1 yr
MML Distributors, LLCBroker
January 2013 - December 2013 · 11 mos
Hartford Securities Distribution Company, INC.Broker
February 2011 - January 2013 · 1 yr 11 mos
Hartford Life Distributors, LLCBroker
June 2010 - February 2011 · 8 mos
Hartford Securities Distribution Company, INC.Broker
July 2008 - June 2010 · 1 yr 11 mos
Ing Financial Advisers, LLCBroker
July 2006 - June 2008 · 1 yr 11 mos
Quest Capital Strategies, INC.Broker
November 2004 - November 2005 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2001 - November 2002 · 1 yr 7 mos
Waddell & Reed, INC.Broker
January 2001 - March 2001 · 2 mos
State Registrations1 state
AZ
Advisor

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Exams
No exam information available for this advisor.
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