John Oldengarm
John Oldengarm is a registered investment advisor at Trinity Capital Management, LLC, based in Ontario, CA, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 393 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
TCM requires a minimal annual fee of $3,000. The Firm’s fees can be negotiated by TCM under certain circumstances, and at the sole discretion and authority of TCM.
Fee Estimator
Location
901 Via Piemonte, Ste. 260, Ontario, CA, 91764
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
John sells fixed insurance products, including life, disability, annuities, and long-term care insurance.
Employment History
Current Registrations
Trinity Capital Management, LLC
Previous Registrations
Trinity Financial Partners
State Registrations1 state
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.