TC
TC
Trevor Corey
22 Years of Experience
Bethesda, MD
1 DisclosureBroker
Trevor Corey is a registered investment advisor at Charles Schwab & CO., INC., based in Bethesda, MD, with 22 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, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7401 Wisconsin Ave, Suite 100, Bethesda, MD, 20814-3400
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2008Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
December 2016 - Present · 9 yrs 5 mos
Charles Schwab & CO., INC.Broker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Amerivest Investment Management, LLC
June 2011 - October 2016 · 5 yrs 4 mos
TD Ameritrade, INC.
June 2011 - October 2016 · 5 yrs 4 mos
TD Ameritrade, INC.Broker
May 2011 - October 2016 · 5 yrs 5 mos
Profunds Distributors, INC.Broker
July 2008 - April 2011 · 2 yrs 9 mos
Citigroup Global Markets INC.
March 2007 - November 2007 · 8 mos
Citigroup Global Markets INC.Broker
September 2006 - November 2007 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
September 2002 - March 2006 · 3 yrs 6 mos
Ids Life Insurance CompanyBroker
September 2002 - March 2006 · 3 yrs 6 mos
State Registrations18 states
CACODCDEFLMDNCNJNVNYPASCSDTXVAWAWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.