Trevor Trebbien
Trevor Trebbien is a registered investment advisor at Encompass More Asset Management LLC, based in Las Vegas, NV, with 1 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 4,008 clients with $980M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of the average daily balance, never to exceed 2%, and are negotiable at the firm's discretion. Selected investment models typically incur additional management fees ranging from 0.25% to 1.00% for third-party sub-advisers or up to 0.70% for proprietary models.
Fee Estimator
Location
Las Vegas, NV
Get directionsHistory
Regulatory History (1)
Criminal
June 2003Other Business ActivitiesSells Insurance
Trevor is an insurance agent with JBP Group since July 2024. This takes about half of Trevor's time.
Employment History
Current Registrations
Encompass More Asset Management LLC
State Registrations2 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.
Exams
More Advisors
- Reynaldo Lucero, CFPStrategic Advisers LLC
- Matteo Hoch, CFPBird Spring Financial LLC
- Devan Wyson, CFPForthright Partnerstm
- Lien Chaing, CFPCogwheel Wealth Management, LLC
- Jordan Naffa, CFPArista Wealth Management, LLC
- Brett Myer, CFASequoia Financial Group, L.L.C.