Trinchera Investments is a registered investment advisor headquartered in Midland, Texas, founded and led by Chris L. Terebessy. The firm provides personalized advisory services to individuals, families, trusts, estates, and small businesses. Services include discretionary and non-discretionary portfolio management, where Trinchera Investments builds customized investment portfolios and monitors them continuously. Additionally, the firm offers comprehensive financial planning, retirement-focused planning, one-time portfolio reviews, hourly consulting, and ongoing planning engagements. Trinchera Investments focuses on fundamental analysis, technical analysis, and prudent asset allocation to align with each client's specific financial goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Rates apply to discretionary management. Trinchera Guidance (non-discretionary) uses a flat annual fee of 0.45% for assets under $1M and 0.35% for assets over $1M. All fees are fully negotiable.