Michael Baldermann is a registered investment advisor at Trb Wealth Management, LLC, based in Denton, TX, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 952 clients with $1.2B 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 | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Adviser, in its sole discretion, may negotiate to reduce any fee.
Fee Estimator
Location
320 W. Eagle Drive, Unit 100, Denton, TX, 76201
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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
Trb Wealth Management, LLC
State Registrations1 state
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