Tri Mai is a registered investment advisor at Tm Wealth Management, LLC, based in Murrieta, CA, with 5 years of industry experience. Tri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $360K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Murrieta, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tri works as a business advisor for NTM Digital, providing advice on digital content since 2017. This takes about a quarter of his time.
Employment History
Current Registrations
Tm Wealth Management, LLC
State Registrations1 state
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