Ricardo Fuentes is a registered investment advisor at Trb Wealth Management, LLC, based in Houston, TX, with 7 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 952 clients with $1.2B 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% |
Adviser, in its sole discretion, may negotiate to reduce any fee.
Fee Estimator
Location
9821 Katy Freeway, Suite 110, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ricardo works at Texas Regional Bank as a regional bank employee since 2018. This activity is investment-related and requires nearly full-time commitment.
Employment History
Current Registrations
Trb Wealth Management, LLC
Previous Registrations
Obs Financial
State Registrations1 state
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