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Trevor Monroe
4 Years of Experience
Lakeland, FL
1 DisclosureBroker
Trevor Monroe is a registered investment advisor at Larson Financial Group, LLC, based in Lakeland, FL, with 4 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 4,640 clients with $4B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,640 clients
Average Client Portfolio
$869K average
Assets Under Management
$4.0B
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
65 Lake Morton DR, Lakeland, FL, 33801
Get directionsHistory
Regulatory History (1)
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Criminal
June 2015Final Disposition
Employment History
Current Registrations
Larson Financial Group, LLC
July 2021 - Present · 4 yrs 10 mos
Larson Financial Securities, LLCBroker
June 2021 - Present · 4 yrs 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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
No exam information available for this advisor.