Trinity Asset Management, led by Brian Gilmartin, a Chartered Financial Analyst, provides investment advice, typically in a long-only strategy. Trinity evaluates each client's risk tolerance and financial information to construct a portfolio using mutual funds, individual stocks, and exchange-traded funds. Trinity monitors portfolio performance and tailors advice based on factors like time horizon, wealth, taxes, and special circumstances.
Assets Under Management$55M
Clients37
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1% per year for equity portfolios and fixed income accounts under $100K. 0.60% per year for fixed income accounts $100K or more. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...