Trinity Asset Management Corporation manages investment portfolios and provides retirement plan consulting for individuals, families, trusts, and business owners. Trinity Asset Management Corporation builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and other securities tailored to each client's risk tolerance and financial goals. Portfolios are monitored regularly and rebalanced as needed. Additionally, Trinity Asset Management Corporation offers retirement plan consulting services to employer plan sponsors to help establish and review workplace retirement plans.
Assets Under Management$110M
Clients131
Advisors2
Avg. per Client$830K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Minimum quarterly fee is $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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