MC
MC
Michael Costa
8 Years of Experience
Houston, TX
3 Disclosures
Michael Costa is a registered investment advisor at Trb Wealth Management, LLC, based in Houston, TX, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 952 clients with $1.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
952 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Adviser, in its sole discretion, may negotiate to reduce any fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9821 Katy Freeway, Suite 110, Houston, TX, 77024
Get directionsHistory
Regulatory History (3)
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Customer Dispute
December 2012Settled
Customer Dispute
July 2011Settled
Employment Separation After Allegations
May 2010Employment History
Current Registrations
Trb Wealth Management, LLC
December 2025 - Present · 5 mos
Previous Registrations
Delta Global Asset Management
October 2010 - January 2011 · 3 mos
Wells Fargo Investments, LLC
July 2002 - June 2010 · 7 yrs 11 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.