Trent Searle
Trent Searle is a CFP-designated registered investment advisor at Physician Wealth Advisors, INC., based in Salt Lake City, UT, with 20 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Medical Professionals, Retirement Planning. Their firm serves 1,124 clients with $2B 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 $250K | 0.80% |
| $250K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are calculated based on average daily balances and billed quarterly in arrears.
Fee Estimator
Location
6820 South 900 East, Suite 200, Salt Lake City, UT, 84047
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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 →Employment History
Current Registrations
Physician Wealth Advisors, INC.
Previous Registrations
Truenorth Wealth
Uma Financial Services INC
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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