Advisor at TRB Wealth 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
TRB Wealth management, LLC
Location
Houston, TX 77024
Credentials
Series 66
Industry experience
6 years
Flat fee or ongoing fee for financial planning services, variable depending on complexity
$0 - $500,000: 1.35% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 0.95% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.65% $5,000,000 - and above: 0.50%
Performance-based fees related to private funds managed by the firm
Account minimum: $100,000 Fee-only: Fixed fees for financial planning services, variable based on scope and complexity
Texas Regional Bank
2022 - Present (4 years)
TRB Wealth Management, LLC
2022 - Present (4 years)
DImensional Fund Advisors
2019 - 2022 (3 years)
Larry Wunsch and Assoc.
2017 - 2017 (1 year)
Native Medical Supply
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Harlingen, TX
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Series 63, Series 65
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Harlingen, TX
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Series 63, Series 65
Harlingden, TX
First Financial Coaching, Inc.
Series 63, Series 65
Harlingen, TX
Virtue Capital Management, LLC
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