Trevor Deubner is a registered investment advisor at Westend Advisors, LLC, based in Charlotte, NC, with 1 years of industry experience. Trevor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,149 clients with $1.9B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable based on account type, size, and services provided. For wrap-fee programs, WestEnd receives a fee ranging from 0.30% to 0.50% per year.
Fee Estimator
Location
1001 Morehead Square Drive, Suite 600, Charlotte, NC, 28203
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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 →Employment History
Current Registrations
Westend Advisors, LLC
Victory Capital Services, INC.Broker
Previous Registrations
Principal Asset Management
Principal Securities, INC.
Principal Securities, INC.Broker
Principal Funds Distributor, INC.Broker
State Registrations53 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
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