Brian Gilmartin
Brian Gilmartin is a CFA-designated registered investment advisor at Trinity Asset Management, INC., based in Clarendon Hills, IL, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37 clients with $55M 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 | 1.00% |
1% per year for equity portfolios and fixed income accounts under $100K. 0.60% per year for fixed income accounts $100K or more. Fees may be negotiable.
Fee Estimator
Location
Clarendon Hills, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trinity Asset Management, INC.
State Registrations2 states
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