SS
CFP
SS
CFP
Samuel Saladino
29 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
51 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$127.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.5% to 1.5% on all full discretion mandates and 0.20% to 0.30% for custom index strategies. Trinity may offer lower fees based on the amount of your portfolio and complexity. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
200 N Mesquite Street, Suite 205, Arlington, TX, 76011
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2003Denied
Other 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
February 2005 - Present · 21 yrs 1 mo
Previous Registrations
American Express Financial Advisors, INC.
March 1996 - February 2005 · 8 yrs 11 mos
State Registrations2 states
ILTX
Advisor
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Exams
No exam information available for this advisor.