TriCapital Wealth Management offers personalized financial management, including investment planning and management, estate planning, retirement analysis and planning, tax planning, and business planning. They focus on understanding your unique needs and goals to create a tailored financial and investment plan. They minimize investment risk through diversification and provide regular reviews to measure progress toward your goals.
Assets Under Management$130M
Clients125
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Minimum Annual Fee:$50
TriCapital Wealth Management offers two investment management options:
- Advisor Managed Asset Based Portfolio (wrap account): Fees range from 0.85% to 1.25% annually, depending on the amount you invest. This covers advisory, execution, custodial, and reporting services. There is a minimum annual fee of $50.00 or 9 basis points.
- Advisor Managed Transaction Based Portfolio (non-wrap): Fees range from 0.60% to 1.10% annually, depending on the amount you invest. This fee does not include custodial and transaction costs.
Loading...