Trent White

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About Trent White

Trent began investing in stocks at the age of 12 and is passionate about helping his clients have peace of mind, optimizing returns while minimizing risk, fees, and taxes. His background includes experience as a life insurance agent, tax preparer, and financial advisor with over a decade working with high net worth and ultra high net worth households. He credits his law degree to helping him develop critical thinking skills that he employs regularly to the benefit of his clients. He is enthusiastic about serving clients as an independent advisor because it removes any loyalties or incentives that would conflict with his fiduciary duty to his clients.

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General Information

No. of Employees

CRD#

5592136

Firm CRD#

326261

Name of Custodial Firm

Schwab, Altruist

States Licensed in

All (SEC)

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Individual Investors

Foreign Languages Serviced

Spanish, Portuguese

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Advice & Consulting, Wealth Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, JD

Securities Licenses

Series 65, Series 7, Series 63

Firm Information

Assets Managed by Firm

$315,000,000

Assets Managed by Advisor

$100,000,000.00

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Fee % Based on Assets

.25%

Minimum Fee Charged for Managed Accounts

$2500

Education

Juris Doctor - Law

J. Reuben Clark Law School (Brigham Young University)
2011 -2014

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891536/paladinregistry-Luminvest-Wealth-Management-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Luminvest Wealth Management