Michael Scott Baldermann
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.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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