Tri Truong
Advisor at Elite Wealthcare LLC
Updated today
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
Elite Wealthcare LLC
Location
Lawrenceville, GA
Credentials
Series 66
Industry experience
8 years
About
Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.
Client services
Based on Elite Wealthcare LLC
Financial planning
Portfolio management
Advisory consulting
Fee options
Financial planning fixed fees generally ranging from $1,500 to $5,000, negotiable
$0 - $19,999: $150-$300 fixed annual fee $20,000 - $1,000,000: 1% - 1.5% annually $1,000,001+: .85% - 1% annually
$250 - $350 per hour for financial consulting services
Account minimum: $20,000 Minimum fee: $200 annual minimum fee to open and maintain an advisory account, may be waived at discretion Fee-only: Portfolio management fees, financial planning fixed fees, consulting hourly fees; no commissions charged by firm
Location
Lawrenceville, GA
Most active in
Tri T has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Elite Wealthcare LLC
2022 - Present (4 years)
Elite Wealthcare LLC
2022 - Present (4 years)
Bank of AMerica, N.A.
2012 - 2022 (10 years)
Merrill
2012 - 2022 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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