Alison Mills is a CFP-designated registered investment advisor at Trinity Legacy Partners, LLC, based in Houston, TX, with 6 years of industry experience. Alison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 341 clients with $460M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Investment management fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Location
24 Greenway Plaza, Suite 546, Houston, TX, 77046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trinity Legacy Partners, LLC
State Registrations1 state
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