Tricord Investment Advisors provides investment supervisory services tailored to your needs and investment goals. Tricord manages your account with the authority to make investment decisions without your prior approval, subject to any written restrictions you provide. Tricord continuously supervises and re-optimizes your portfolio based on market conditions and your circumstances. They may also provide additional consultation or valuation services.
Assets Under Management$5.6M
Clients27
Advisors1
Avg. per Client$210K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.60% |
| $1.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fee is negotiable on amounts over $5M. Model fees also apply for specific investment models.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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