Edward Schechter is a registered investment advisor at Trivium Point Advisory, LLC, based in Stamford, CT, with 15 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 850 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trivium Point Advisory charges an annual fee based on the value of your investments. This fee is negotiable and typically ranges from 0.10% to 1.25% per year. The fee is calculated based on the value of your investments at the end of the previous quarter. For clients referred to an external manager, the fee will be deducted from the client's account with the external manager, and a portion will be provided to Trivium Point Advisory. Fees for the Institutional Intelligent Portfolios platform also range from 0.10% to 1.25% annually.
Location
Stamford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Edward works as a CPA or accountant at Berkow, Schechter & Company LLP, dedicating more than full-time hours. He also spends minimal time on financial planning at Berkow, Schechter Financial Advisors, a few hours per week at Fire Island Synagogue, and minimal time as a non-compensatory trustee.
Employment History
Current Registrations
Trivium Point Advisory, LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.