Trinity Asset Management offers investment advice and portfolio management to individuals and other entities. They create tailored investment strategies based on client needs, risk tolerance, and financial goals. Trinity also provides retirement plan consulting services to employers. As a fiduciary, Trinity is legally required to act in the client's best interest.
Assets Under Management$100M
Clients121
Advisors2
Avg. per Client$860K
Avg. per Advisor$52M
Fee Structure
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 - $1000K | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Minimum quarterly fee of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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