JE
CFP

James Barry Evens

35 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
129 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$258.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$1,000
Financial Plan Fee:$5,000

Trinity's fee rate may be as high as 1.35% of assets it oversees, but it is frequently less depending on the services rendered, the value of the assets managed, and whether outside managers are used. All Trinity fees are negotiable based on the scope of the engagement. Custodial fees range from 0.0% to 0.25% depending on the custodian used and are in addition to Trinity’s fees. Financial planning fees are typically included with ongoing management engagements, but in special situations a one-time fee of $5,000 or less paid in arrears is possible. Retirement plan services have a minimum annual fee of $1,000 per plan.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningCharitable Giving
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Advisor Information

Office location

132 W Washington Ave Suite 200, St. Louis, MO, 63122

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Trinity Wealth Advisors LLC
April 2019 - Present · 6 yrs 9 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
February 2001 - March 2019 · 18 yrs 1 mo
Royal Alliance Associates, INC. Broker
April 1990 - March 2001 · 10 yrs 11 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.
James Barry Evens - Financial Advisor | AdvisorDiscover