Trey Ortman is a registered investment advisor at Ortman Finances, LLC, based in Canistota, SD, with 1 years of industry experience. Trey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 24 clients with $470K 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 $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fee Estimator
Location
Canistota, SD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ortman Finances, LLC
State Registrations3 states
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