Adrianne Valkar is a registered investment advisor at Trinity Capital Management, LLC, based in Overland Park, KS, with 18 years of industry experience. Adrianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67 clients with $55M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
These rates are for Individual Equity Allocation Accounts. ETF Strategic Allocation Accounts are charged differently: First $1,000,000: 0.70%, $1,000,001 - $3,000,000: 0.50%, Over $3,000,000: 0.35%. Fees may be negotiable.
Fee Estimator
Location
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS, 66202
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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
Trinity Capital Management, LLC
State Registrations3 states
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