Lena Kaloostian is a CFP-designated registered investment advisor at Trinity Capital Management, LLC, based in Ventuta, CA, with 13 years of industry experience. Lena operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 393 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
TCM requires a minimal annual fee of $3,000. The Firm’s fees can be negotiated by TCM under certain circumstances, and at the sole discretion and authority of TCM.
Fee Estimator
Location
21 S California St, Ste. 310, Ventuta, CA, 93001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trinity Capital Management, LLC
Previous Registrations
Trinity Financial Partners
State Registrations1 state
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