Trinity Critelli is a registered investment advisor at Investors Mosaic, based in Durham, NC, with 3 years of industry experience. Trinity operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 33 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investors Mosaic offers investment management services as part of wealth management or as a stand-alone service. The fees are based on the value of your investments and are charged quarterly.
For wealth management, the annual fee is:
- First $1 million: 0.75%
- Next $1 million ($1M - $2M): 0.65%
- Next $1 million ($2M - $3M): 0.55%
- Next $1 million ($3M - $4M): 0.45%
- Next $1 million ($4M - $5M): 0.35%
- Thereafter (Greater than $5M): 0.25%
For stand-alone investment management, the annual fee is:
- First $1 million: 0.50%
- Next $1 million ($1M - $2M): 0.45%
- Next $1 million ($2M - $3M): 0.40%
- Next $1 million ($3M - $4M): 0.35%
- Next $1 million ($4M - $5M): 0.30%
- Thereafter (Greater than $5M): 0.25%
For active equity investment management, the annual fee is:
- First $1 million: 0.7500%
- Next $4 million: 0.6375%
- Thereafter (asset above $5.0M): 0.5525%
There is a $5,000 minimum annual fee for all new clients for both wealth management and stand-alone investment management. This minimum fee may be waived or lowered at the firm's discretion.
Location
Durham, NC
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Investors Mosaic
Previous Registrations
Investors Mosaic
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations3 states
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.