Tricord Wealth Advisors offers financial and business planning in areas like investment planning, retirement planning, education funding, estate analysis, cash flow and debt planning, risk management, and tax impact analysis. Tricord Wealth also manages investment portfolios for clients. They work with individuals, corporations, partnerships, estates, trusts, and charitable institutions.
Assets Under Management$7.7M
Clients81
Advisors1
Avg. per Client$95K
Avg. per Advisor$7.7M
Fee Structure
Investment management only (planning not offered)
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 - $1.2M | 1.00% |
| $1.3M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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