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TRB Wealth management, LLC

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Total assets under management

$1,169,148,483

More info

Total clients

854

17% high-net worth

Total advisors

9

of 15 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

95

Average account size

$1,369,026

Client services

Financial planning Portfolio management Pension consulting

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

Disclosures

More info

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

Main office location

TRB Wealth management, LLC

9821 Katy Freeway, Suite 110

Houston TX 77024, United States

Number of offices

4

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 832-810-3565

Advisors at this firm

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Darren H

CFP®, CFA®, Series 66

Houston, TX

TRB Wealth management, LLC
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Ricardo G

Series 63, Series 65

Houston, TX

TRB Wealth management, LLC
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Benjamin F

Series 65

Houston, TX

TRB Wealth management, LLC
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Linda R

Series 66

Houston, TX

TRB Wealth management, LLC
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John T

Series 66

Mcallen, TX

TRB Wealth management, LLC
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Michael C

Series 63, Series 65

Houston, TX

TRB Wealth management, LLC
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Robert F

CFP®

Houston, TX

TRB Wealth management, LLC
user avatar

Eduardo C

Series 66

Houston, TX

TRB Wealth management, LLC
user avatar

Alma V

Series 66

Houston, TX

TRB Wealth management, LLC
user avatar

William W

CFA®

Houston, TX

TRB Wealth management, LLC
user avatar

John S

Series 66

Houston, TX

TRB Wealth management, LLC
user avatar

Michael B

Series 65

Denton, TX

TRB Wealth management, LLC
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Tanya C

CFP®, Series 66

Houston, TX

TRB Wealth management, LLC
user avatar

Hunter L

CFP®, Series 65

Houston, TX

TRB Wealth management, LLC
user avatar

Anthony S

CFP®

Houston, TX

TRB Wealth management, LLC
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