Trever Peterson
Trever Peterson is a registered investment advisor at Innovation Partners LLC, based in Charlotte, NC, with 16 years of industry experience. Trever operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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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
Trever is approved to sell Equitable Network insurance products.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Ip Financial Advisory Services LLC
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial CorporationBroker
CUNA Brokerage Services, INC.Broker
World Group Securities, INC.Broker
State Registrations7 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.