LR
LR
Linda Roberts
12 Years of Experience
Houston, TX
2 Disclosures
Linda Roberts is a registered investment advisor at Trb Wealth Management, LLC, based in Houston, TX, with 12 years of industry experience. Linda 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
934 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$3.7B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
9821 Katy Freeway, Suite 110, Houston, TX, 77024
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
February 2009Judgment / Lien
February 2009Employment History
Current Registrations
Trb Wealth Management, LLC
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Obs Financial
March 2019 - March 2021 · 2 yrs
Morgan Stanley
September 2013 - March 2017 · 3 yrs 6 mos
Morgan StanleyBroker
September 2013 - March 2017 · 3 yrs 6 mos
Wells Fargo Advisors, LLC
July 2012 - September 2013 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
May 2012 - September 2013 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.
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