DB
CFA
DB
CFA

David Roland Bagby

19 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
69 clients
Average Client Portfolio
$688K average
Assets Under Management
$47.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS, 66202

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Trinity Capital Management, LLC
October 2006 - Present · 19 yrs 4 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.