Brandon Trank is a registered investment advisor at Tradewinds Wealth Management, based in Portland, OR, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 261 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 | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $40.0M | 0.65% |
| $40.0M - $50.0M | 0.60% |
| $50M+ | 0.55% |
Advisory fees may be negotiated based on individual client circumstances. Some clients may also pay an additional 0.18% fee to Parametric Portfolio Associates LLC for sub-advisory services.
Fee Estimator
Location
5550 S Macadam Ave, Ste 110, Portland, OR, 97239
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
Brandon is a limited partner in Mensor Family Limited Partnership, a family-owned real estate rental business, since 1992. He also works as an assistant coach for Northwest Elite FC, dedicating minimal time to both activities.
Employment History
Current Registrations
Tradewinds Wealth Management
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations3 states
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.