Anthony Garcia is a registered investment advisor at Trinity Legacy Partners, LLC, based in Houston, TX, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 341 clients with $460M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Investment management fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Location
24 Greenway Plaza, Suite 546, Houston, TX, 77046
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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.
Learn about disclosures →Other Business Activities
Anthony is an indirect owner of Trinity Legacy Alternative Strategies, LLC, which is the general partner of Trinity Legacy Dynamic Options Fund I, LP. This investment-related activity requires minimal time.
Employment History
Current Registrations
Trinity Legacy Partners, LLC
Previous Registrations
Select Asset Management, LLC
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.