Jorge Trevino
Jorge Trevino is a registered investment advisor at Gradient Wealth Management, based in Arden Hills, MN, with 15 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
4105 Lexington Avenue, Suite 380, Arden Hills, MN, 55126
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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 →Other Business ActivitiesSells Insurance
Jorge is an insurance agent with Prima Insurance and Wealth Management, LLC, doing business as Prima Insurance, since 2019. He dedicates about 10-20% of his time to sales of insurance, including 20 hours during securities trading hours.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Gradient Wealth Management
Previous Registrations
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Chase Investment Services CORP.Broker
Banc of America Investment Services, INC.Broker
Great American Advisors, INC.Broker
Wells Fargo Investments, LLCBroker
Chase Investment Services CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations6 states
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.