Troika Investment Advisors manages stock and bond portfolios for individuals, trusts, estates, and charities. Troika uses a "growth at a reasonable price" strategy for stocks, typically holding around 20 large, high-quality companies that pay dividends. For bonds, Troika uses bond ladders with high-quality corporate bonds and US Treasuries. Each account is managed individually after discussing objectives, risk preferences, and needs with the client. Troika also offers consulting services on an hourly basis.
Assets Under Management$13M
Clients12
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1% annually for the equity portion and 0.5% annually for the bond portion. The fee structure is negotiable in rare circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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