Trenton Kerr is a registered investment advisor at Focus Financial, based in Minneapolis, MN, with 13 years of industry experience. Trenton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning. Their firm serves 14,027 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Financial Network offers personalized investment management services where advisors manage your investments based on your individual needs. Fees are typically charged quarterly, in advance, based on the value of your portfolio. The fee percentage is determined by your advisor and depends on factors like the type of service, account size, and complexity. FFN offers flat, linear, and tiered fee schedules. With a flat fee, your entire portfolio is billed at one percentage rate. With a linear fee schedule, the fee percentage decreases at intervals as your account value grows, and the resulting fee percentage is applied to the entire balance. With a tiered fee schedule, the asset values fall within separate tiers, and the corresponding decreasing percentage is applied to each tier.
Location
1000 Shelard Parkway, Minneapolis, MN, 55426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trenton works as an Investment Specialist for Focus Financial Network Inc., dedicating full-time hours to providing investment-related support to advisors. He also serves as an Investment Specialist for JPL Financial, LLC, spending a few hours per week managing RIA fees and practice expenses through the LLC.
Employment History
Current Registrations
Focus Financial
Osaic Wealth, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
State Registrations1 state
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