Tri-Quest Investment Advisors is a small firm that specializes in financial planning and managing investment portfolios for clients. Financial planning includes tax, insurance, retirement, and estate planning. When managing portfolios, Tri-Quest considers each client's financial situation, risk tolerance, and goals. For alternative investments, Tri-Quest helps clients select other money managers, splitting the fee they charge.
Fee Structure
Tri-Quest Investment Advisors charges an annual fee for managing your money, ranging from 0.5% to 2% of your account, depending on the size and complexity. This fee is negotiable and paid quarterly. If Tri-Quest helps you select other money managers, those managers may pay Tri-Quest a portion of the fees you generate, so you don't directly pay for this service.