Assets Under Management
$140.9M
Number of Clients
139
Number of Advisors
N/A
Avg. Portfolio per Client
$1.0M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Trent Capital Management offers investment management services to clients based on their individual needs, including creating and managing portfolios based on their personal investment policy. Trent also provides corporate clients with qualified retirement plan design, financial and compliance consulting, and selection of mutual fund assets. Trent manages assets on both a discretionary and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $9.0M | 0.75% |
| $9.0M - $12.0M | 0.60% |
| $12.0M - $22.0M | 0.50% |
| $22M+ | 0.50% |
Schedule is for equity accounts opened after April 1, 2007. Bond accounts have lower fees. Accounts opened prior to April 1, 2007 have different tiers.
Fee Estimator
Areas of Practice
Location
3150 North Elm St,Ste 204, Greensboro, NC, 27408