Trevor Kuresa is a registered investment advisor at Highland Financial, LLC, based in Provo, UT, with 3 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are not negotiable. The fee is charged as a flat annual rate of 0.50% across all portfolio values.
Fee Estimator
Location
4844 N 300 W Ste 300, Provo, UT, 84604
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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
Trevor works as Associate General Counsel for Crumbl Cookies, spending full-time hours providing legal and business advice. He also works as an attorney for entrepreneurs and business owners through Hibiscus Legal, dedicating about a quarter of his time.
Employment History
Current Registrations
Highland Financial, LLC
Previous Registrations
Diversify Wealth Management, LLC
Diversify Wealth Management LLC
State Registrations1 state
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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