Beaux Treguboff
Beaux Treguboff is a registered investment advisor at LPL Financial LLC, based in Glendale, AZ, with 18 years of industry experience. Beaux is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
17505 N 79th Ave #216, Glendale, AZ, 85308
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2026Criminal
January 2020Other Business Activities
Beaux operates under the DBA Homestead Wealth Management for his LPL business since 2020. He dedicates all of his time to this investment-related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations37 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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