Trevor Bakir is a CFP-designated registered investment advisor at Tnt Asset Management, LLC, based in Round Rock, TX, with 8 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 190 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TNT Asset Management charges up to 1% of your portfolio per year, billed quarterly or monthly. This fee is negotiable. If you participate in SEI's Managed Accounts Program, you'll also pay separate fees to SEI.
Location
803 E Liberty Ave, Ste 300, Round Rock, TX, 78664
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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.
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Trevor is the Treasurer/Investment Supervisor for the United Nations Association - Austin Chapter, a non-profit organization. This investment-related activity requires a few hours per week.
Employment History
Current Registrations
Tnt Asset Management, LLC
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.