TC
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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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
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)
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.
Customer Dispute
September 2008Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
December 2016 - Present · 9 yrs 10 mos
Charles Schwab & CO., INC.Broker
November 2016 - Present · 9 yrs 11 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.
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