Advisor at Trinity Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Trinity Investment Management, LLC
Location
Arlington, TX 76011
Credentials
CFP®, Series 63
Industry experience
30 years
Samuel Saladino is a CFP® with 30 years of industry experience and has been with Trinity Fiduciary Partners, LLC since 2005. He serves as a managing director of IWP Capital, LLC, a business providing proxy voting and screening services. Saladino holds several unpaid board and committee roles with local Catholic organizations, including Nolan Catholic High School and the Diocese of Fort Worth. Trinity Investment Management, LLC is an independent SEC-registered investment manager serving individuals, trusts, charitable organizations, and institutional clients. The firm employs a fundamental, research-driven approach with both screened and unscreened portfolios, utilizes sub-advisors for specialized strategies, and manages approximately $127 million in client assets.
Based on Trinity Investment Management, LLC
$0+: 0.5% - 1.5% on all full discretion mandates $0+: 0.20% - 0.30% for custom index strategies
Consulting on a case-by-case fee-for-service basis (specific rates not stated).
20% of new appreciation after hurdle rate is reached on some accounts.
Fee-only: Annual management fee 0.5% - 1.5% for discretionary mandates; 0.20% - 0.30% for custom index strategies; fees are negotiable and may be lower based on AUM and complexity.
200 N Mesquite Street, Suite 205
Arlington, TX 76011
Trinity Fiduciary Partners, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
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