Tri Truong is a registered investment advisor at Elite Wealthcare LLC, based in Lawrenceville, GA, with 9 years of industry experience. Tri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 1.50% |
| $20K - $1.0M | 1.50% |
| $1M+ | 1.00% |
For accounts under $20,000, the annual fee is a flat $150 to $300. Fees are negotiable and billed monthly in arrears.
Fee Estimator
Location
Lawrenceville, GA
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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
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.
Exams
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