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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Austin Turner is an Investment Advisor Representative with Hackberry Capital Management, located in Royse City, TX. Trey has been in the financial services industry since 2017. Trey has been employed by L3 Technologies since 2012 as a full-time Design Engineer. Trey holds the Series 65 Uniform Investment Adviser Law Examination. Hackberry Capital Management manages approximately $1,400,000 in assets for two clients, including high-net-worth individuals and individuals other than high-net-worth. The firm provides portfolio management for individuals. Hackberry Capital Management charges fees based on a percentage of assets under management and also charges performance-based fees.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/25/2017 - Present
Hackberry Capital Management (Royse City TX)
IA
Issued 03/10/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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