Treger & Associates is a registered investment advisor offering custom-tailored portfolio management services and financial planning. They require clients to grant them authority to make trades without asking first. They primarily advise on mutual funds and exchange-traded funds, but may also advise on other securities. Financial plans are provided at their discretion only for clients who engage them for portfolio management services.
Assets Under Management$90M
Clients57
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fee is negotiable for higher levels of assets managed but will not exceed 3% of assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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