Trusted Financial Advisors offers financial planning, goal setting, investment portfolio design, and implementation. Financial planning can be comprehensive or focused on specific areas. They also manage investment portfolios, making purchase and sale decisions with client's permission. Clients retain control over their investments, which are held by a separate custodian. Trusted Financial may use unaffiliated third-party investment advisors to complement their strategies, potentially incurring additional fees.
Assets Under Management$57M
Clients47
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees may be negotiable in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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