James Matush is a CFP-designated registered investment advisor at Trinity Wealth Advisors LLC, based in St. Louis, MO, with 44 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 3 more. Their firm serves 129 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trinity Wealth Advisors' fee may be as high as 1.35% of the assets they oversee, but it is frequently less depending on the services rendered, the value of the assets managed, and whether outside managers are used. The fees are negotiable. Clients will also incur incidental fees (custodial, transaction, program, etc.) which are in addition to Trinity’s fee. Trinity may refer clients to other asset managers and instead of charging a fee will receive a portion of the fee charged by the manager.
Location
132 W Washington Ave Suite 200, St. Louis, MO, 63122
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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
James is an inactive user/distributor for Nikken, a healthcare products company, dedicating minimal time. He also receives insurance residuals from past clients, requiring minimal time.
Employment History
Current Registrations
Trinity Wealth Advisors LLC
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Planvest Capital CorporationBroker
Equitec Securities CompanyBroker
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.