TRS Advisors is a registered investment advisor based in Fort Worth, Texas, providing personalized investment management and financial planning services. TRS Advisors builds customized portfolios using a mix of stocks, exchange-traded funds, mutual funds, and bonds, operating with the authority to make trades without asking first based on your agreed-upon strategy. In addition to managing investments, TRS Advisors offers financial planning that covers estate planning, taxes, insurance, and retirement preparation. The firm primarily serves individuals, high-net-worth clients, trusts, estates, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.80% |
| $500K+ | 1.60% |
Fees may be negotiable based on the amount of assets managed, complexity of client goals, and level of services rendered. Household accounts may be combined.