David Trejo is a registered investment advisor at Total Wealth Services, LLC, based in Westlake Village, CA, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 157 clients with $120M 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% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Location
4165 E Thousand Oaks Blvd., Ste. 355, Westlake Village, CA, 91362
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
David is a minority owner and executive producer at Viscape Arts, LLC since 2021, but has no day-to-day responsibilities. This activity is not investment-related.
Employment History
Current Registrations
Total Wealth Services, LLC
Previous Registrations
Mariner Independent
Real Talk Capital, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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