Trevor Tripp
Trevor Tripp is a registered investment advisor at Kozak & Tripp Private Asset Management, INC., based in Highlands Ranch, CO, with 16 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 791 clients with $810M 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 | 1.50% |
Maximum investment advisory fees as a percentage of assets under management is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client. In certain circumstances, our fees and the timing of the fee payments may be negotiated.
Fee Estimator
Location
1805 Shea Center Drive, Suite 220, Highlands Ranch, CO, 80129
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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 Activities
Trevor is the owner of Kozak & Associates, a registered investment advisor.
Employment History
Current Registrations
Kozak & Tripp Private Asset Management, INC.
Previous Registrations
Private Client Services, LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations3 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.