Trevor Campbell
Trevor Campbell is a registered investment advisor at Great Valley Advisor Group, LLC, based in Minnetonka, MN, with 15 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
601 Carlson Parkway, Suite 925, Minnetonka, MN, 55305
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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 Activities
Trevor operates Endeavr Wealth Management as a DBA for his LPL business since November 2023. He also works as a bartender for Levy Restaurants, dedicating about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Prudential Customer Solutions LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Morgan Stanley
Morgan StanleyBroker
Park Avenue Securities LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
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.