Allison Fletcher is a registered investment advisor at Trinity Strategic Wealth, based in Tulsa, OK, with 12 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,746 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trinity Strategic Wealth offers investment management services through a wrap fee program. The annual fee is a percentage of your portfolio's value, up to 1.75%. Fees are generally paid quarterly in advance, based on the portfolio value at the end of the previous quarter. Clients who were previously clients of personnel at an unaffiliated advisory firm may be billed in arrears according to their historical fee schedules. The firm may recommend borrowing money to purchase additional securities, which presents a conflict of interest.
Location
1375 E. 71st Street, Tulsa, OK, 74136
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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.
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Allison works as a financial advisor for Trinity Strategic Wealth, dedicating minimal time to this role. This activity is not investment-related.
Employment History
Current Registrations
Cabot Lodge Securities LLC
Trinity Strategic Wealth
Cabot Lodge Securities LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations6 states
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.