Annette Hamil is a registered investment advisor at Trinity Portfolio Advisors, LLC, based in Southlake, TX, with 15 years of industry experience. Annette 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
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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
Annette works as a traditional insurance agent, selling and servicing life, fixed annuity (FA), health, and disability insurance products since 2005. This takes a few hours per week.
Employment History
Current Registrations
Trinity Portfolio Advisors, LLC
State Registrations1 state
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