Roberto Trejo
Roberto Trejo is a registered investment advisor at Entrust Investment Services, INC, based in Campbell, CA, with 13 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 170 clients with $140M 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future additional assets, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
1901 S Bascom Ave, Suite 1150, Campbell, CA, 95008
Get directionsHistory
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 ActivitiesSells Insurance
Roberto is the Managing Director of Coeus Financial & Insurance Services Inc., an insurance agency, since 2013. He recommends and places life and annuity products, dedicating about 10-20% of his time outside of trading hours.
Employment History
Current Registrations
Entrust Investment Services, INC
Previous Registrations
Emerald Blue Advisors
Client One Securities LLCBroker
Client One Securities LLC
State Registrations4 states
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