Samuel Saladino
Samuel Saladino is a CFP-designated registered investment advisor at Trinity Investment Management, LLC, based in Arlington, TX, with 30 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 50 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trinity Investment Management charges an annual management fee based on your needs, and the fees are negotiable.
- For full discretion mandates, the fee ranges from 0.5% to 1.5% annually.
- For custom index strategies, the fee ranges from 0.20% to 0.30% annually.
Location
200 N Mesquite Street, Suite 205, Arlington, TX, 76011
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Samuel is a managing director at IWP Capital, LLC, providing screening and proxy voting services, dedicating about half of his time. He also holds unpaid board member and committee roles at Nolan Catholic HS, Legatus - Fort Worth Chapter, and the Diocese of Ft. Worth.
Employment History
Current Registrations
Trinity Investment Management, LLC
Previous Registrations
American Express Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.