Trey Turner is a registered investment advisor at Hackberry Capital Management, based in Royse City, TX, with 8 years of industry experience. Trey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hackberry Capital charges a quarterly management fee, calculated as a percentage of your portfolio's value, ranging from 0.5% to 1.5% per year. This fee is negotiable. For clients who qualify and opt for it, Hackberry Capital also charges a performance-based fee annually, which is 15% of the increase in your portfolio's net assets, subject to a high water mark.
Location
Royse City, TX
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
Trey is employed full-time as a Design Engineer at L3 Technologies.
Employment History
Current Registrations
Hackberry Capital Management
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.