Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
51 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$127.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.5% to 1.5% on all full discretion mandates and 0.20% to 0.30% for custom index strategies. Trinity may offer lower fees based on the amount of your portfolio and complexity. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
201 Main Street, Suite 1198, Fort Worth, TX, 76102
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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.
Learn about disclosures →Employment History
Current Registrations
Trinity Investment Management, LLC
September 2023 - Present · 2 yrs 6 mos
State Registrations4 states
ILMINCTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.