Trek Financial
Assets Under Management
$2.5B
Number of Clients
5,035
Number of Advisors
59
Average Client AUM
$495K
AUM per Advisor
$42.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trek Financial, LLC is an independent registered investment advisory firm offering discretionary asset management services based on client's objectives, risk tolerance, and financial circumstances. They also provide consulting and financial planning services. Trek may recommend third-party managers and offers various model portfolios.
Fee Structure
Investment management fees are based on an advisory agreement between the client and Trek Financial. The fees cover discretionary advice. Financial planning fees are negotiable, and may be waived or reduced at the discretion of the investment advisor representative. Additional fees may apply for certain model portfolios and options strategies.
Areas of Practice
Location
8355 East Hartford Drive, Suite 105, Scottsdale, AZ, 85255