Samuel Saladino
Samuel Saladino is a CFP-designated registered investment advisor at Trinity Investment Management, LLC, based in Fort Worth, TX, with 30 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 50 clients with $130M 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 | 1.50% |
Rates range from 0.50% to 1.50% for full discretion mandates and 0.20% to 0.30% for custom index strategies. Fees are negotiable based on portfolio size and complexity.
Fee Estimator
Location
201 Main Street, Suite 1198, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Samuel is a managing director at IWP Capital, LLC, providing screening and proxy voting services, dedicating about half of his time. He also holds unpaid board member and committee roles at Nolan Catholic HS, Legatus - Fort Worth Chapter, and the Diocese of Ft. Worth.
Employment History
Current Registrations
Trinity Investment Management, LLC
Previous Registrations
American Express Financial Advisors, INC.
State Registrations2 states
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
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