Trendz Advisors

Fee-Only (% of Portfolio)

Trendz Advisors is a registered investment advisor based in Knoxville, Tennessee, offering ongoing portfolio management for individuals, high-net-worth clients, retirement plans, and businesses. The firm manages accounts on both a discretionary and non-discretionary basis. Trendz Advisors utilizes a proprietary tactical algorithm called Trendz, which adjusts allocations across various asset classes every six weeks based on quantitative market trends and risk profiles. Clients can choose from traditional, moderate, or conservative risk strategies, or request custom-built portfolios tailored to their specific needs. Recommendations generally include mutual funds, exchange-traded funds, fixed income products, and individual securities. Trendz Advisors also maintains affiliations with a broker-dealer and insurance entities, creating potential conflicts of interest regarding commission-based products and real-estate private placements.

Assets Under Management$39M
Clients85
Advisors1
Avg. per Client$450K
Avg. per Advisor$39M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M1.00%
$1M+1.00%

Client specific portfolios and corporate accounts are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm