Trent Moran is a registered investment advisor at Public Advisors LLC, based in New York, NY, with 2 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,429 clients with $8.8M 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 $25K | 0.29% |
| $25K - $100K | 0.24% |
| $100K - $1.0M | 0.19% |
| $1.0M - $5.0M | 0.14% |
| $5M+ | 0.09% |
Schedule applies to Treasury Accounts. DI Accounts have a 0.19% annual fee. GA Accounts have a 0.49% annual fee. Fees are subject to change and may be negotiated or waived at Public Advisors' discretion.
Fee Estimator
Location
530 Broadway, 4th Floor, New York, NY, 10012
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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 →Other Business Activities
Trent operates under the DBA Financial Resources Group Investment Services for his LPL business. This investment-related activity takes nearly full-time.
Employment History
Current Registrations
Public Advisors LLC
Open to the Public Investing, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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