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Michael Baldermann

Advisor at TRB Wealth management, LLC

Updated today
TRB Wealth management, LLC logo

Firm

TRB Wealth management, LLC

Location

Denton, TX 76201

Credentials

Series 65

Industry experience

1 year

Fee options

Fixed

Flat fee or ongoing fee for financial planning services, variable depending on complexity

Percentage

$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

Performance-based fees related to private funds managed by the firm

Other

Account minimum: $100,000 Fee-only: Fixed fees for financial planning services, variable based on scope and complexity

Work history

TRB Wealth Management, LLC

2024 - Present (2 years)

Texas Regional Bank

2024 - Present (2 years)

Unemployed

2024 - 2024 (1 year)

Fusion Advantage

2023 - 2024 (1 year)

Swiss Select Advisors

2016 - 2023 (7 years)

Southern Methodist University

2015 - 2017 (2 years)

The Vant Group

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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