Trevor Thompson is a registered investment advisor at Crescent Sterling LTD., based in Metairie, LA, with 2 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 195 clients with $210M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for Equity Only accounts. Other schedules apply based on account type: Balanced accounts range from 0.50% to 0.90%; Fixed Income Only accounts range from 0.45% to 0.65%; Exchange-Traded/Mutual Fund accounts are a flat 0.50%. All fees are negotiable.
Fee Estimator
Location
4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804
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 Activities
Trevor is the owner/principal of TWT Consultants, LLC, which provides various consulting services. He spends minimal time on this activity outside of securities trading hours, with duties depending on contracted work.
Employment History
Current Registrations
Crescent Sterling LTD.
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.
Exams
More Advisors
- Michael Nobile, CFPCrescent Sterling LTD.
- William Thompson, CFA, CFPCrescent Sterling LTD.
- Beatrice Waesche, CFPGenoa Wealth, LLC
- Alex Brignac, CFPEdward Jones
- Derrick Williams, CFPCreative Planning
- Neal Adler, PFSAmeritas Advisory Services, LLC