Trust Advisors, Inc
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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
Number of Advisors
Disclosures
Office Location
Trust Advisors, Inc by the Numbers
$4.8 billion
78
1,352
$3.6 million
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
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
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
-
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
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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