James Evenson is a registered investment advisor at Trivant Custom Portfolio Group LLC, based in San Diego, CA. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 196 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.88% |
TriVant Custom Portfolio Group generally charges an annual fee ranging from 0.50% to 0.875% based on assets under management. Fees are negotiable under certain circumstances.
Fee Estimator
Location
600 W Broadway, Suite 225, San Diego, CA, 92101
Get directionsHistory
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 →Employment History
Current Registrations
Trivant Custom Portfolio Group 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
More Advisors
- John Barber, CFATrivant Custom Portfolio Group LLC
- Michael Harris, CFA, CFPTrivant Custom Portfolio Group LLC
- Diane Bienke, CFPJ.P. Morgan Securities LLC
- Carter Watson, CFA, CFPFelspar Financial
- Gabriel Adams, CFPCreative Planning
- Matthew Luckham, CFPLPL Financial LLC