Trust Advisors, Inc

CRD#157508
Investment Advisor Firm

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Overview

Trust Advisors, Inc operates as a financial advisor firm located in Houston, Texas. The company handles $4.8 billion in total assets over 1,352 accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). The firm has an average-sized team, including 1 financial advisor. Trust Advisors, Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like bonds, equities and options.

Trust Advisors, Inc administers zero of the firm's client assets on a discretionary basis. Discretionary management signifies that transaction choices are made by an investment advisor without requiring client permission. It also manages 1,352 non-discretionary accounts totaling $4.8 billion in AUM. The firm administers roughly $3.6 million in assets for every customer account. The average financial advisor at Trust Advisors, Inc oversees around 1,352 client accounts.

The company's central office is at 1929 Allen Parkway, Houston, Texas 77019.

Assets Under Management

$4.8 billion

Number of Advisors

1

Disclosures

No

Office Location

1929 Allen Parkway
Houston, TX 77019

Trust Advisors, Inc by the Numbers

Total Assets Under Management

$4.8 billion

National Average: $8.6 billion
Total Number of Employees

78

National Average: 64
Total Number of Accounts

1,352

National Average: 375,227
Average Account Size

$3.6 million

National Average: $23.0 thousand
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Fee Structure

Fees charged by financial advisors depend on which service is offered. However, fees billed by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm works with banking institutions and pooled investment vehicles. Out of its 1,352 clients, Trust Advisors, Inc's largest client by number of accounts is pooled investment vehicles. None of the firm's customers reside abroad.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* 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

Trust Advisors, Inc does not have any disclosures.

Please visit its Form ADV for more details.

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