Areas of Practice
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% |
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
Location
201 Main Street, Suite 1198, Fort Worth, TX, 76102
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Regulatory History
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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Richard is the investment manager for Blue Jay Capital Partners, LLC. He does not receive commissions from this entity.
Employment History
Current Registrations
Trinity Investment Management, LLC
State Registrations2 states
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