Advisor at Trinvest Advisors, LLC
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Firm
Trinvest Advisors, LLC
Location
Volente, TX
Credentials
CFA®, Series 63
Industry experience
10 years
Mark Scott is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He is the sole advisor at Trinvest Advisors, LLC, an independent firm he has worked with since 2015. In addition to his advisory role, Scott serves as a business development consultant for a Caribbean-based financial services firm. Trinvest Advisors provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporations and business entities. The firm serves both U.S. and non-U.S. clients, employing a range of investment strategies that include fundamental and technical analysis, long- and short-term trading, and allocations to various asset classes such as mutual funds, ETFs, hedge funds, and private equity.
Based on Trinvest Advisors, LLC
$200 to $1,000 per financial plan
$0 - $250,000: 1.50% $250,000 - $2,000,000: 1.00% $2,000,000 - $20,000,000: 0.75%
Volente, TX
Texas
Trinvest Advisors, LLC
2015 - Present (11 years)
Mark Scott, Consultant
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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