Eduardo Caso
Eduardo Caso is a registered investment advisor at Trb Wealth Management, LLC, based in Houston, TX, with 17 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 934 clients with $3.7B 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 | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable. For accounts over $2M, the rate for the first $2M is 0.95%.
Fee Estimator
Location
9821 Katy Freeway, Suite 110, Houston, TX, 77024
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business Activities
Eduardo is the Senior VP and Head of International Private Banking Group at Texas Regional Bank since 2018. This banking role takes nearly all of Eduardo's time and occurs during trading hours.
Employment History
Current Registrations
Trb Wealth Management, LLC
Previous Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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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