Trs Advisors, LLC
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
About This Firm
TRS Advisors, LLC provides personalized investment advisory services, including discretionary portfolio management and financial planning. Investment advice is tailored to client needs and objectives, utilizing equity securities, ETFs, mutual funds, fixed income, and U.S. government securities. Financial planning covers various topics, including estate planning, investments, taxes, and insurance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.80% |
| $500K+ | 1.60% |
Related accounts may be combined for fee paying purposes.
Fee Estimator
For portfolio management, you'll pay an annual fee based on the value of your managed assets. The fee is 2.00% on the first $100,000, 1.80% on the next $400,000 (assets between $100,000 and $500,000), and 1.60% on assets above $500,000. Fees are billed quarterly in advance. Financial planning services are offered for a fixed fee of either $495.00 or $995.00, depending on the complexity of the plan. A minimum of $25,000 is generally required to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Location
6000 Western Place, Suite 500, Fort Worth, TX, 76107