John Wilkinson is a registered investment advisor at Trinity Legacy Partners, LLC, based in Houston, TX, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 341 clients with $460M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Investment management fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Location
24 Greenway Plaza, Suite 546, Houston, TX, 77046
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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.
Learn about disclosures →Other Business Activities
John is involved in several non-investment related activities, including being an official scorer for the Houston Astros and statistician for the Houston Rockets, and serving on advisory boards for the University of Houston. He also owns Trinity Legacy Alternative Strategies, LLC, which is the General Partner of Trinity Legacy Dynamic Options Fund I, LP, dedicating about 10-20% of his time to this investment-related activity.
Employment History
Current Registrations
Trinity Legacy Partners, LLC
Previous Registrations
Select Asset Management, LLC
Banc of America Investment Services, INC.
State Registrations1 state
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