Richard Arellano is a registered investment advisor at Trinity Investment Management, LLC, based in Fort Worth, TX, with 1 years of industry experience. Richard 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
201 Main Street, Suite 1198, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Richard is the investment manager for Blue Jay Capital Partners, LLC. He does not receive commissions from this entity.
Employment History
Current Registrations
Trinity Investment Management, LLC
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.