Dionicio Trevino
Dionicio Trevino is a registered investment advisor at United Advisor Group, based in Cincinnati, OH, with 18 years of industry experience. Dionicio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
Cincinnati, OH
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Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Dionicio is an agent at Trevino Insurance Group Inc., selling various insurance products and working as an Investment Adviser Representative. He also owns Trevino Financial Group LLC and sells prepaid legal and identity theft products, dedicating a few hours per week to this.
Employment History
Current Registrations
United Advisor Group
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Nylife Securities LLCBroker
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.