Jared Trexler is a registered investment advisor at Trexler Financial Advisors LLC, based in Pana, IL, with 16 years of industry experience. Jared 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, Investment Management, and 2 more. Their firm serves 37 clients with $25M 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 $1.0M | 1.25% |
| $1M+ | 0.50% |
This fee schedule applies to both Wealth Management and Standalone Investment Management services. Standalone Investment Management has a $1,500 minimum annual fee. Wealth Management also includes a fixed annual fee, ranging from $6,000 to $10,000, which is discounted based on assets under management.
Fee Estimator
Location
3 East 3rd Street, Pana, IL, 62557
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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
Jared is a Vice President and shareholder at Trexler & Company, P.C., an accounting practice, since 2010. He dedicates nearly full-time hours to general accounting duties and preparing tax returns.
Employment History
Current Registrations
Trexler Financial Advisors LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations1 state
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