Trinity Investment Management, LLC
Assets Under Management
$127.3M
Number of Clients
51
Number of Advisors
3
Avg. Portfolio per Client
$2.5M
Avg. Managed per Advisor
$42.4M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Trinity Investment Management offers investment management services to individuals, high net worth individuals, and other entities. Trinity focuses on investing with purpose, considering social, moral, and religious concerns. Trinity develops an Investment Policy Statement with each client to address their goals and needs. Trinity may direct clients to third-party investment advisors.
Fee Structure
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
Areas of Practice
Location
201 Main Street, Suite 1198, Fort Worth, TX, 76102