TriVest Capital Management is currently focused on referring prospective clients to other investment advisors. Previously, TriVest provided investment advisory services to individuals and institutional clients, selecting securities to buy and sell. They invested using a growth-at-a-reasonable-price investment philosophy, offering multi-cap equity growth and balanced (fixed income & multi-cap equity) styles. TriVest considered individual client needs when choosing an account, but the client made the final decision on the management style.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Minimum annual fee of $1,500. Minimum account size of $150,000, but exceptions may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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