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Trent Hughes

Advisor at Amerigo Asset Management Corporation

Updated today

Firm

Amerigo Asset Management Corporation

Location

Dallas, TX 75287

Credentials

Series 63, Series 65, Series 66

Industry experience

21 years

About

Trent Hughes is a financial advisor at Amerigo Asset Management Corporation in Dallas, TX, with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Amerigo since 2014. Outside of advising, Hughes owns GetReal, a marketing and consulting firm focused on young athletes, and has held roles in insurance and pharmaceutical sales. Amerigo Asset Management is a fee-based adviser serving individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach using technical and graphical analysis, managing portfolios composed of individual equities and ETFs across various risk profiles.

Client services

Based on Amerigo Asset Management Corporation

Portfolio management

Expertise

Based on Amerigo Asset Management Corporation

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$1 - $100,000: 2.25% $100,001 - $999,999: 2.00% $0 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.85% $3,000,001 - $5,000,000: 1.25% $0 - $100,000: 1.5% (Managed Income Accounts, minimum $100/year) $100,001 - $1,999,999: 1.0% (Managed Income Accounts) $2,000,000 - $3,999,999: 0.7% (Managed Income Accounts) $4,000,000 - $5,000,000: 0.5% (Managed Income Accounts)

Other

Account minimum: $10,000 normally; $100,000 normally with discretion for smaller accounts Minimum fee: Managed Income Accounts have a minimum fee of $100 per year

Location

17906 Mary Margaret St

Dallas, TX 75287

Most active in

Texas

Work history

Amerigo Asset Management

2014 - Present (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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