Trinity Wealth Advisors offers comprehensive wealth management and financial planning services designed to help clients align their financial choices with their life goals. The firm addresses five key areas for families: wealth sustainability, enhancement, protection, transfer, and charitable giving. Services include retirement coaching, investment management using outside institutional managers, cash flow management, tax coordination, education planning, insurance risk management, and estate planning. Trinity Wealth Advisors works primarily with individuals and families, as well as businesses and institutional clients. The firm operates on a fee structure that can include asset-based fees, retainers, and fixed fees for specialized or one-time projects.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fee rate may be as high as 1.35% of assets under management, but is frequently less depending on services rendered, assets managed, and use of outside managers. Fees are negotiable.