InTrust Advisors is a wealth management firm that helps affluent families achieve their financial goals. InTrust offers wealth planning, family office services, and investment management. InTrust uses a unique investment process that allows clients to participate in major market moves while preserving capital. InTrust functions as a personal chief financial officer, bringing in other professionals as needed.
Assets Under Management$9.8M
Clients28
Advisors2
Avg. per Client$350K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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