Trinchera Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trinchera is a newly formed advisory firm that intends to serve individuals (including both non-high-net-worth and high-net-worth clients), families, trusts and estates, and small businesses. The firm’s brochure describes a suite of services including discretionary portfolio management, a non‑discretionary consultive wealth‑management program, comprehensive and ongoing financial planning, hourly planning, and consulting/project‑based engagements.
The firm describes an investment process that blends fundamental and technical analysis with strategic asset allocation, tactical adjustments, and use of ETFs, mutual funds, and individual securities as portfolio building blocks. Services are tailored via an Investment Policy Statement and include scheduled quarterly reviews and annual comprehensive reviews, with discretionary trading only for clients who execute a discretionary agreement.
Several features in the brochure are relatively uncommon for firms in this regulatory category: Trinchera explicitly offers both hourly and fixed‑fee financial planning alongside AUM and flat household billing, and it documents service terms for both non‑discretionary and discretionary portfolio management for individual and small‑business clients. The brochure also discloses that the firm has not yet begun managing client assets, does not sponsor private funds, and provides options for either direct fee debits from custodial accounts or invoiced billing while leaving proxy‑voting to clients unless delegated.
Client services
Expertise
Fee options
Financial planning flat fees ranging from $1,000 to $5,000 depending on plan type; consulting project fees from $2,000 to $10,000.
$0 - $500,000: 0.75% annually $500,000 - $1,000,000: 0.65% annually $1,000,000 - $2,000,000: 0.60% annually $2,000,000 - $5,000,000: 0.55% annually $5,000,000+: 0.40% annually
$300 per hour for financial planning and consulting services.
Account minimum: $200,000 (minimum for discretionary portfolio management, waivable at firm's sole discretion) Fee-only: Financial planning and consulting fees based on hourly rate, flat fees, and ongoing fees as described.
Main office
415 W Wall St Ste 2203
Midland TX 79701-4585
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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