Trista Holwager is a registered investment advisor at Kubitree LLC, based in Matthews, NC. Trista operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
KubiTree LLC charges a flat fee of $100 per month for investment advice. Clients can terminate the agreement within five business days for a full refund. After that, clients can terminate with 30 days' written notice.
Location
Matthews, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kubitree LLC
State Registrations1 state
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