Advisor at Trajan Wealth, L.L.C.
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Firm
Trajan Wealth, L.L.C.
Location
Draper, UT 84020
Credentials
Series 66
Industry experience
20 years
Trevor Stauffer is a financial advisor with Trajan Wealth, L.L.C. in Draper, Utah, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Coign Capital Advisors, Allegis Investment Services, Navigate Private Wealth, and Mutual Securities. Outside of advisory work, he is involved in independent insurance sales. Trajan Wealth primarily serves individual and high-net-worth clients, as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, using a tailored investment process based on fundamental, technical, and cyclical analysis.
Based on Trajan Wealth, L.L.C.
Based on Trajan Wealth, L.L.C.
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
13907 Minuteman Drive, Suite 125
Draper, UT 84020
Utah
Trajan Wealth, LLC
2020 - Present (6 years)
Caregiver
2020 - 2020 (1 year)
Coign Capital Advisors, LLC
2019 - 2020 (1 year)
Allegis Investment Services
2016 - 2018 (2 years)
Navigate Private Wealth LLC
2014 - 2019 (5 years)
Mutual Securities, Inc.
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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