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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Client specific portfolios and corporate accounts are negotiable.