Trevis Bonnett
Trevis Bonnett is a ChFC-designated registered investment advisor at Voya Financial Advisors, INC., based in Houston, TX, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
24 Greenway Plaza, Ste 1725, Houston, TX, 77046
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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
Trevis is an independent insurance agent selling fixed insurance and Medicare products, dedicating nearly full-time hours to this activity. Trevis also owns rental properties, spending minimal time reviewing statements and approving improvements.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Assent LLCBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
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.