Trevor Saunders
Trevor Saunders is a CFP, ChFC-designated registered investment advisor at Innovation Partners LLC, based in Glastonbury, CT, with 18 years of industry experience. Trevor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more. Their firm serves 26 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
427 Naubuc Ave #103, Glastonbury, CT, 06033
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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
Trevor is an employee of Diversified Individual Brokerage LLC, selling life insurance and fixed annuities since 2012, dedicating about a quarter of his time. He is also the principal of YRD LLC, selling insurance, which takes nearly full-time hours. Additionally, Trevor is Vice President of Darwin Wealth Management, a financial planning and asset management firm, dedicating about a quarter of his time.
Employment History
Current Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Darwin Wealth Management
Previous Registrations
Capital Synergy PartnersBroker
Cps Financial & Insurance Services, INC.Broker
The Leaders Group, INC.Broker
AXA Distributors, LLCBroker
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.
Exams
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