Ricardo Fuentes is a registered investment advisor at Trb Wealth Management, LLC, based in Mcallen, TX, with 8 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 934 clients with $3.7B 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
1801 S. Mccoll Road, Mcallen, TX, 78503
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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
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
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
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