Trinity Neches manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and business owners. Founded in Sugar Land, Texas in 2016, Trinity Neches creates long-term investment plans tailored to each client's specific financial situation, risk tolerance, and goals. The firm offers discretionary private wealth management, investing in a broad range of securities including stocks, bonds, options, futures, and alternative investments. In addition to investment management, Trinity Neches provides comprehensive financial planning covering retirement income, estate planning, tax strategies, insurance, and business planning. The firm also offers corporate retirement plan services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Veterans and active military members receive a 25% discount. Fees are negotiable based on portfolio size, employment, and relationship to the advisor.