TRB WEALTH MANAGEMENT, LLC
Harlingen, Texas
TRB Wealth Management, LLC is a prominent investment advisory firm headquartered in Harlingen, TX. With a team of seven highly skilled professionals, they specialize in providing top-notch investment advisory services to a diverse clientele. Each investment advisor at TRB Wealth Management averages an impressive $130,650,000 in assets under management, surpassing the industry average. The firm's compensation structure is multifaceted, offering various options such as a percentage of assets under management and performance-based fees. With over 1,070 individual clients, TRB Wealth Management manages a substantial $489,011,000 in a...
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Assets Under Mgmt

$489.01M

Investment Professionals

7

Locations

2

% 401K & Individual

29%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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