Trevor Bruno is a registered investment advisor at Roi Financial, based in Beaverton, OR, with 5 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 268 clients with $220M 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 - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $8.5M | 0.75% |
| $8.5M+ | 0.65% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Location
14675 SW Millikan Way, Beaverton, OR, 97003
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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
Trevor owns a portion of ROI Tax through TPB Enterprises, LLC, and is also a licensed tax preparer there. He spends about 10-20% of his time working at ROI Tax during tax season, but ROI Financial duties take priority.
Employment History
Current Registrations
Roi Financial
State Registrations3 states
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