Linda Lorraine Roberts
Investment Adviser Representative at TRB WEALTH MANAGEMENT, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $2M - First Tier | 1.35% |
| Up to $2M - Second Tier | 1.15% |
| Up to $2M - Third Tier | 0.95% |
| Above $2M - First Tier | 0.95% |
| Above $2M - Second Tier | 0.95% |
| Above $2M - Third Tier | 0.95% |
| Above $2M - Fourth Tier | 0.80% |
| Above $2M - Fifth Tier | 0.65% |
| Above $2M - Sixth Tier | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
TRB WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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