Trippon Wealth Management Group offers portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, and business entities. Trippon Wealth Management Group does not hold itself out as providing financial planning, estate planning or insurance planning services. Trippon Wealth Management Group primarily allocates client investment assets among various individual equity stocks, mutual funds and exchange traded funds.
Assets Under Management$190M
Clients426
Advisors4
Avg. per Client$430K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. The firm generally requires a minimum asset level of $500,000 for portfolio management services. The firm, in its sole discretion, may charge a lesser portfolio management fee and/or reduce or waive its minimum asset requirement based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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