Advisor at Trust Asset Management LLC
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Firm
Trust Asset Management LLC
Location
Houston, TX 77056
Credentials
Series 63, Series 65
Industry experience
17 years
Mark Shinder is a financial advisor at Trust Asset Management LLC in Houston, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has served as Executive Vice President and CFO of Northstar Memorial Group LLC, a funeral home and cemetery company, since 2006. Trust Asset Management LLC provides discretionary investment management primarily to institutional and pooled vehicles, including statutory trusts and private pooled funds. The firm employs active strategies across multiple asset classes and serves corporate-affiliated statutory trusts and institutional clients, managing approximately $2.76 billion in assets as of December 31, 2024.
Based on Trust Asset Management LLC
$0+: 0.00% to 1.00% annually (Non-Texas accounts) $0+: 0.00% to 1.30% annually (Texas accounts) $0+: 1.00% to 1.75% annually (Private Funds)
Performance-based fees charged in addition to asset-based fees for Private Funds: 10% of net increase quarterly for Lighthouse Funds; 20% of net profits quarterly for Axys Funds, subject to preferred return and loss carryforward.
Fee-only: Fixed-percentage fee per annum based on assets under management, billed monthly in arrears. Ranges from 0.00% to 1.30% depending on account type and location.
1900 St. James Place, Suite 200
Houston, TX 77056
Texas
Northstar Memorial Group LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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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Folse Financial
My name is Cameron Folse, and I am the founder of Folse Financial. I believe that professional financial advice should be simple and streamlined. Our focus is on flat fees, a modern digital experience, and fiduciary advice. After over 6 years in the financial services industry, I realized that the industry has a transparency problem. Many clients do not know how much they pay their advisor, either through insurance commissions or through investment management fees. Whether the fees are high, low, or just right, people should know exactly how much they are paying so they can be able to decide for themselves if what they are paying for is worth it. That is why Folse Financial is founded on flat, clear fees that are based on the complexity of your situation, not how much you decide to invest with us. I also pride myself on giving fiduciary advice. One thing many people don't know is that some advisors are not always fiduciaries. Some advisors wear several hats, and are only legally fiduciaries when making certain types of recommendations. With the CERTIFIED FINANCIAL PLANNER® certification, we are required to be fiduciaries at all times. In today's world, it's not enough to have transparent fees and give excellent advice. Clients also deserve a digital experience as well. We have set up systems to allow clients to view their entire financial picture in one place and allow them to track their progress towards their planning goals. The process of opening accounts and signing paperwork is entirely digitalized, saving hours of time for my clients and for myself. These are our 3 focuses for our business. Let us know if there's a way we can help you!
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