Michael Zislis is a registered investment advisor at Trust Asset Management LLC, based in Houston, TX, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 155 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trust Asset Management (TAM) charges a percentage-based fee annually for investment advice, based on the value of the account. The fees are billed monthly. The specific percentage varies depending on whether the account is based in Texas or elsewhere. TAM also manages private funds and charges separate fees for those, as detailed in the fund documents.
Location
1900 St James Place, Suite 300, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the Chief Investment Officer for Northstar Memorial Group LLC since 2011. This activity is not investment-related.
Employment History
Current Registrations
Trust Asset Management LLC
State Registrations1 state
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