Trevor Lalisan is a registered investment advisor at Von Adelung Wealth Management, based in Montrose, CA, with 2 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 553 clients with $72M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.38% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee schedule is for the Mutual Fund Strategy. Stock Strategy fees are higher. Fees may be negotiable.
Fee Estimator
Location
2550 Honolulu Avenue, Suite 209, Montrose, CA, 91020
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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
Von Adelung Wealth Management
State Registrations6 states
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