Trent Schlauch is a registered investment advisor at Sundial Capital Management, L.P., based in Arlington, TX, with 16 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $300K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm also charges a performance fee of 20% of net income for the year in excess of any previously unrecovered net losses.
Fee Estimator
Location
2109 Shadow Ridge Drive, Arlington, TX, 76006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Trent has a 5% partnership holding in Real Estate Services by Rose, LLC, since 1998, which is his mother's real estate business. He has no active duties related to this partnership.
Employment History
Current Registrations
Sundial Capital Management, L.P.
Previous Registrations
Edward Jones
State Registrations1 state
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