Trinity Financial Planning (TFP) provides financial planning, tax planning, and investment management services to individuals and families. TFP offers ongoing investment management with integrated financial planning, as well as investment management as a stand-alone service. They also offer a Financial Tune-Up for specific questions and Project Retainers for unique concerns.
Assets Under Management$93M
Clients60
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Investment Management Services only. Wealth Management Services also include a fixed annual fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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