Trent White
Trent White is a CFP-designated registered investment advisor at Luminvest Wealth Management LLC, based in Scottsdale, AZ, with 11 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 140 clients with $400M 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 $5.0M | 0.25% |
| $5.0M - $10.0M | 0.10% |
| $10M+ | 0.05% |
Minimum account fee of $2,500 for accounts that would not exceed the equivalent of a 2.00% annual fee based on the size of the account. Fees are negotiable.
Fee Estimator
Contact
Trent White
Location
9375 E Shea Blvd, Suite 100, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2024Other Business Activities
Trent is a landlord/owner of rental property in Scottsdale, AZ since 2018. This activity requires minimal time.
Employment History
Current Registrations
Luminvest Wealth Management LLC
Previous Registrations
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Bernhardt Wealth Management, INC.
State Registrations2 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