Tri Truong is a registered investment advisor at Elite Wealthcare LLC, based in Lawrenceville, GA, with 8 years of industry experience. Tri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 26 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elite WealthCare LLC manages investment portfolios for a fee based on the value of your portfolio. There is a minimum annual fee of $200 to open and maintain an advisory account, which may be waived. For accounts over $20,000, the annual fee ranges from 1% to 1.5% for portfolios up to $1,000,000, and 0.85% to 1% for portfolios over $1,000,000. For accounts under $20,000, the annual fee is $150-$300. The fee is calculated monthly, based on the portfolio balance at the end of the billing period.
Location
Lawrenceville, GA
Get directionsHistory
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
Tri is a co-owner of rental property with family members since 2021. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Elite Wealthcare LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.