Assets Under Management
$42.1M
Number of Clients
211
Number of Advisors
N/A
Average Client AUM
$200K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
TRS Advisors offers discretionary portfolio management and financial planning services tailored to individual client needs. They gather financial information, clarify goals, and determine risk tolerance to create suitable investment strategies. They primarily use equity securities, ETFs, mutual funds, and fixed income securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.80% |
| $500K+ | 1.60% |
Related accounts can be combined for fee paying purposes.
6000 Western Place, Suite 500, Fort Worth, TX, 76107