Tricord Wealth Advisors provides personalized financial planning and investment portfolio management for individuals, corporations, partnerships, trusts, and retirement plans. Tricord Wealth Advisors creates written financial plans covering retirement, estate analysis, cash flow and debt planning, risk management, and tax impact analysis. Led by Certified Financial Planner Joseph D. Finneran, Tricord Wealth Advisors manages investments on a non-discretionary or discretionary basis, meaning clients either approve trades beforehand or delegate day-to-day trading decisions within agreed guidelines. The firm also assists clients in evaluating third-party money managers and can help implement recommendations through broker-dealers or insurance channels if desired.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 1.00% |
| $750K - $1.3M | 1.00% |
| $1.3M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees are charged quarterly in arrears based on the portfolio value on the last day of the previous quarter. Fees are negotiable.