Trevor Mcghie
Trevor Mcghie is a CFP-designated registered investment advisor at Serenity Investment Advisors, based in Costa Mesa, CA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 434 clients with $510M 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 $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $8.0M | 0.50% |
| $8M+ | 0.25% |
Fees may be negotiated at the Advisor's discretion.
Fee Estimator
Location
555 Anton Boulevard, Suites 150, 200, 300, Costa Mesa, CA, 92626
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 ActivitiesSells Insurance
Trevor is an insurance agent for Teacher's Pension and Insurance Services and IMP Financial Services, spending nearly full-time and about a quarter of his time, respectively, selling insurance and annuity products and performing administrative duties. He also dedicates about 10% of his time to sports officiating for US Water Polo, Inc.
Employment History
Current Registrations
Serenity Investment Advisors
Previous Registrations
Verity Asset Management
State Registrations4 states
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