Michael Falvey is a registered investment advisor at Trinity Investment Management, LLC, based in Fort Worth, TX, with 2 years of industry experience. Michael 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.
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Current Registrations
Trinity Investment Management, LLC
State Registrations4 states
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