Trevor Sinclair is a registered investment advisor at Elgethun Capital Management, based in Sioux Falls, 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 High Net Worth, Investment Management. Their firm serves 261 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elgethun Capital Management's investment management fee is a percentage of the account's market value, ranging from 0.5% to 1.00% annually. The fee is negotiable based on the account size and the work involved. The minimum annual fee is $15,000, charged quarterly in advance. Clients can terminate the agreement with 30 days' notice, and fees will be prorated.
Location
231 S. Phillips Ave., Suite 201, Sioux Falls, SD, 57104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Elgethun Capital Management
State Registrations1 state
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