Trend Management has been providing investment advice since 1991. They manage portfolios of stocks, bonds, mutual funds, and ETFs for individuals, trusts, businesses, and retirement accounts. Trend Management tailors accounts to clients' financial needs, including growth or income objectives, and can avoid specific industries if requested. They focus on a concentrated portfolio of around 15-20 stocks.
Assets Under Management$83M
Clients161
Advisors3
Avg. per Client$520K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable for accounts over $500,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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