Trevor Winter is a registered investment advisor at New Heights Planning, based in Houston, TX, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 32 clients with $73M 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 $1.2M | 1.20% |
| $1.2M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $16,200 per household.
Fee Estimator
Contact
Trevor Winter
Location
540 Heights Boulevard, Suite 207, Houston, TX, 77007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
New Heights Planning
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