Edward Longstrom is a registered investment advisor at Trg Capital Management, INC., based in Greer, SC, with 2 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 123 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TRG Capital Management charges an annual management fee for separately managed accounts, ranging from 0.60% to 1.25% of the value of your portfolio. The specific fee depends on the investment strategies used. For accounts with more than $5,000,000, fees are negotiable. TRG also manages the TRG Dynamic Risk Manager-Level 2 Fund, L.P. with fees ranging from 0.50% to 1.30% depending on the year and initial commitment level. Performance-based fees may also apply to the fund.
Location
Greer, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward is the President of Inorbit Consulting Corp., an IT consulting business, since 2000. He dedicates nearly full-time hours per month to this activity, including a few hours per day during securities trading hours.
Employment History
Current Registrations
Trg Capital Management, INC.
State Registrations2 states
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