Rainier Trinidad is a CFA-designated registered investment advisor at Parabolic Asset Management LLC, based in Coronado, CA, with 14 years of industry experience. Rainier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 42 clients with $24M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
Coronado, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Parabolic Asset Management LLC
Previous Registrations
Sun Valley Investment Professionals LLC
State Registrations2 states
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