Trent Debruin is a CFA-designated registered investment advisor at MD Wealth Management, LLC, based in Chelsea, MI, with 7 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 78 clients with $110M 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
The annual fees are negotiable.
Fee Estimator
Contact
Trent Debruin
Location
109 W Middle St, Chelsea, MI, 48118
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 →Employment History
Current Registrations
MD Wealth 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
Additional Information
Trent DeBruin is afiduciary financial plannerand co-founder of MD Wealth Management. Prior to co-founding the firm, Trent was a partner at Driehaus Capital Management in Chicago. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. Trent has a BA in Finance from the University of Notre Dame and an MBA in Finance and Economics from the University of Chicago. He lives in Saline, Michigan with his wife, Jen, and their four children.