Aaron Estrada is a registered investment advisor at Trinity Portfolio Advisors, LLC, based in Southlake, TX, with 25 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 736 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPA offers investment management services for an annual fee based on a percentage of the value of your investments. The fee varies between 0% and 2.00% depending on the amount you invest and the type of services you receive. This fee does not include brokerage commissions or other transaction fees. TPA may charge a lower fee based on certain criteria.
TPA also offers web-based portfolio management services. This service has an additional 0.15% fee on top of TPA's annual portfolio management service fee. There is also a one-time $500 implementation fee.
Location
121 Countryside Court, Suite 140, Southlake, TX, 76092
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is a licensed insurance agent offering life, health, and disability insurance, dedicating nearly full-time hours to this activity. He also provides tax and business consulting services, spends minimal time on bookkeeping for RT Lending, LLC, and coaches youth football for about a quarter of his time.
Employment History
Current Registrations
Trinity Portfolio Advisors, LLC
Previous Registrations
Cfo4life, L.P.
Ausdal Financial Partners, INC.Broker
Allstate Financial Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Pro-Integrity Securities, INC.Broker
State Registrations1 state
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.