Ervin Braun is a registered investment advisor at Trivium Point Advisory, LLC, based in Old Greenwich, CT, with 7 years of industry experience. Ervin 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
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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
Old Greenwich, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ervin is the CEO and Director of OptMed, Inc., a company that develops specialty healthcare products. This activity is not investment-related.
Employment History
Current Registrations
Trivium Point Advisory, LLC
State Registrations1 state
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