BB

Bradford Petersen Bagby

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
69 clients
Average Client Portfolio
$688K average
Assets Under Management
$47.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3M+0.50%

Individual Equity Allocation Accounts

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Trinity Capital Management charges an annual management fee based on a tiered fee schedule. For Individual Equity Allocation Accounts, the fee is 1.25% on the first $1,000,000, 1.00% on amounts between $1,000,000 and $3,000,000, and 0.50% on amounts over $3,000,000. For ETF Strategic Allocation Accounts, the fee is 0.70% on the first $1,000,000, 0.50% on amounts between $1,000,001 and $3,000,000, and 0.35% on amounts over $3,000,000. The firm may negotiate its advisory fees depending on the client's account size and relationship with the advisor. A minimum of $25,000 is generally required to open and maintain an account, but this may be waived.

Areas of Practice
Investment Management
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Advisor Information

Office location

7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS, 66202

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Regulatory History (1)
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Regulatory
September 2014
Final
Employment History
Current Registrations
Trinity Capital Management, LLC
February 2014 - Present · 11 yrs 11 mos
Previous Registrations
Bagby Capital Management, LLC
March 2008 - November 2011 · 3 yrs 8 mos
Oppenheimer & CO. INC. Broker
November 2005 - February 2008 · 2 yrs 3 mos
Fahnestock Asset Management
November 2005 - February 2008 · 2 yrs 3 mos
Citigroup Global Markets INC.
February 2005 - November 2005 · 9 mos
Citigroup Global Markets INC. Broker
October 2004 - November 2005 · 1 yr 1 mo
Sunset Financial Services, INC.Broker
August 2003 - August 2004 · 1 yr
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.