Advisor at Trellisent Investments
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Firm
Trellisent Investments
Location
San Antonio, TX 78232
Credentials
Series 63, Series 65
Industry experience
23 years
Scott Peebles is a financial advisor at Trellisent Investments in San Antonio, TX, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Trellisent Investments since 2009. Trellisent Investments provides comprehensive wealth management services, including financial, retirement, and estate planning, as well as discretionary portfolio management for individuals, trusts, estates, and retirement accounts. The firm focuses on fundamental analysis-driven investment decisions and offers a limited client roster to maintain a high asset-per-client relationship.
$0 - $750,000: 1.30% $750,001 - $3,000,000: 1.10% $3,000,001 - $10,000,000: 1.00% $10,000,001+: 0.90%
Consulting services generally provided at $250/hour; negotiable
Minimum fee: Annual fees generally range between $3,000 and $10,000, billed quarterly in arrears; fees are negotiable Fee-only: Investment management fees charged quarterly in arrears based on average daily balance; consulting services at $250/hour (negotiable)
227 North Loop 1604 E, Suite 150
San Antonio, TX 78232
Texas
Trellsient Investments
2009 - Present (17 years)
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Insurance agent
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Bank
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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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