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Riley Salyer

13 Years of Experience
Houston, TX

Riley Salyer is a registered investment advisor at Trust Asset Management LLC, based in Houston, TX, with 13 years of industry experience. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 155 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
155 clients
Average Client Portfolio
$20.7M average
Assets Under Management
$3.2B

Fee Structure

Investment management only (planning not offered)

Trust Asset Management (TAM) charges a percentage-based fee annually for investment advice, based on the value of the account. The fees are billed monthly. The specific percentage varies depending on whether the account is based in Texas or elsewhere. TAM also manages private funds and charges separate fees for those, as detailed in the fund documents.

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Location

1900 St James Place, Suite 300, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Riley is a director at Northstar Memorial Group. This activity is not investment-related.

Employment History
Current Registrations
Trust Asset Management LLC
May 2016 - Present · 10 yrs
Previous Registrations
Amegy Investments, INC.
November 2002 - November 2006 · 4 yrs
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.