Trevor Jowett-Stark
Trevor Jowett-Stark is a registered investment advisor at Richardson Wealth (USA) Limited, based in Toronto, Ontario, 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 Investment Management. Their firm serves 277 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Richardson Wealth (USA) charges an annual fee based on a percentage of the market value of the assets they manage. The annual fee varies between 0.25% and 2.75%, depending on the amount you invest and the type of investment management services provided. The fee is charged monthly or quarterly, in arrears.
Location
100 Queens Quay East, Suite 2500, Toronto, Ontario, M5E 1Y3
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Trevor is a board member of the Rotary Club of Winnipeg, a business and community networking group, since 2015. He dedicates a few hours per week to attending board meetings and voting on issues.
Employment History
Current Registrations
Richardson Wealth (USA) Limited
State Registrations1 state
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