Trevor Begeman is a registered investment advisor at Wealth Plus of the Dakotas, INC., based in Aberdeen, SD, with 1 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 91 clients with $66M 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 | 0.95% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.55% |
| $500K - $1.0M | 0.35% |
| $1M+ | 0.25% |
Fees are negotiable and may be reduced for combined household or common employer accounts.
Fee Estimator
Location
405 8th Ave. Nw, Suite 208, Aberdeen, SD, 57401
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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
Since 2023, Trevor has worked as a Junior Investment Analyst/Bond Analyst for Mutual of Omaha Insurance Company. This investment-related activity takes up nearly all of Trevor's time each month.
Employment History
Current Registrations
Wealth Plus of the Dakotas, INC.
Previous Registrations
Optimized Investments 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.