TRINITY LEGACY PARTNERS, LLC
Houston, Texas
Trinity Legacy Partners, LLC, a local investment advisory firm based in Houston, TX, is dedicated to providing comprehensive financial solutions to its clients. With a team of seven talented professionals, including six experienced investment advisors, Trinity Legacy Partners offers a wide range of investment advisory services. Their expertise and commitment to client success have earned them a reputation for excellence in the industry. With an average of $78,910,000 in assets under management per investment advisor, Trinity Legacy Partners manages over $335,365,000 in assets for more than 200 individual clients. While specializi...
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Assets Under Mgmt

$335.37M

Investment Professionals

6

Locations

1

% 401K & Individual

17%

% Discretionary

90%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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