Trinity Fiduciary Partners, LLC
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Learn more about Trinity Fiduciary Partners, LLC
Overview
Trinity Fiduciary Partners, LLC operates as a financial advisory firm based in Fort Worth, Texas. Trinity Fiduciary Partners, LLC administers $124.4 million in total assets over 150 accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). The company has a small group, including 2 financial advisors. Trinity Fiduciary Partners, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets such as bonds, options and equities.
Trinity Fiduciary Partners, LLC oversees most of the firm's accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions for the client's account without needing to seek client permission. The company also oversees five non-discretionary accounts with a total of $84.8 million in AUM. The investment advisory firm oversees about $829,565 for each account. The average advisor at Trinity Fiduciary Partners, LLC manages around 75 client accounts, making it about average in terms of personalization.
The firm's central office is located at 201 Main Street, Fort Worth, Texas 76102. The company is legally registered to serve investors across 3 states, including Illinois, North Carolina and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Trinity Fiduciary Partners, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$124.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
150
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$829.6 thousand
Products and Services
Trinity Fiduciary Partners, LLC offers multiple services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the prior fiscal year, the company provided financial planning services to 11-25 of its customers. Trinity Fiduciary Partners, LLC is not engaged in selling products or offering services aside from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors depend on the financial services provided. Fees billed by the company most likely include the following fee structures: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Trinity Fiduciary Partners, LLC caters to retail investors, high net worth investors, charitable organizations and corporations. Out of its 150 clients, Trinity Fiduciary Partners, LLC's largest client group is retail investors, but it also caters to 10 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 19.23%
- Other Individuals - 67.31%
- Corporations - 1.92%
- Charitable Organizations - 11.54%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Trinity Fiduciary Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Trinity Fiduciary Partners, LLC
Fort Worth, TX
Fort Worth, TX
Arlington, TX
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