Trennon Udall is a registered investment advisor at Sevensuede Investment Advisor, based in Mesa, AZ, with 3 years of industry experience. Trennon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 130 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sevensuede Investment Advisor (SIA) offers a Manager of Managers program where your annual fee depends on the portfolio manager and/or custodial platform selected. This fee is a percentage of the assets managed:
- Up to $999,999: 2.25% - 2.50%
- $1,000,000 - $4,999,999: 2.00% - 2.25%
- $5,000,000 and above: 2.00%
There may be an additional $200 quarterly fee for all accounts with less than $100,000.
Location
Mesa, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sevensuede Investment Advisor
State Registrations1 state
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