Brandon Robinson is a registered investment advisor at Trend Management, INC., based in Springfield, MO, with 16 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 161 clients with $83M 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 | 1.25% |
Fees are negotiable for accounts over $500,000.
Fee Estimator
Location
3039 S Fort Ave,, Unit D, Springfield, MO, 65807
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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
Brandon's father is the proprietor of Marshfield Family Clinic, a doctor's office, but Brandon spends no time there. Brandon is also a part owner of E Automation Systems LLC, a computer service/programming company, but spends no time there either.
Employment History
Current Registrations
Trend Management, INC.
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.