Christopher Terebessy
Christopher Terebessy is a registered investment advisor at Trinchera Investments, LLC, based in Midland, TX, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Rates apply to discretionary management. Trinchera Guidance (non-discretionary) uses a flat annual fee of 0.45% for assets under $1M and 0.35% for assets over $1M. All fees are fully negotiable.
Fee Estimator
Location
415 W Wall St Ste 2203, Midland, TX, 79701-4585
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2022Employment History
Current Registrations
Trinchera Investments, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.
Exams
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