Mark Shinder is a registered investment advisor at Trust Asset Management LLC, based in Houston, TX, with 17 years of industry experience. Mark 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 200, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the Executive Vice President & CFO of Northstar Memorial Group LLC, a funeral home and cemetery company. This is a full-time, non-investment related role.
Employment History
Current Registrations
Trust Asset Management LLC
State Registrations1 state
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