Trinity Capital Management offers investment management to individuals and institutions. They manage client accounts through two strategies: individual equity accounts (actively managed) and ETF strategic allocation accounts (passively managed). The firm's investment approach combines fundamental analysis to identify companies with strong financials and technical analysis to determine when to buy or sell. Trinity Capital Management manages investments on a discretionary basis.
Assets Under Management$55M
Clients67
Advisors2
Avg. per Client$820K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
These rates are for Individual Equity Allocation Accounts. ETF Strategic Allocation Accounts are charged differently: First $1,000,000: 0.70%, $1,000,001 - $3,000,000: 0.50%, Over $3,000,000: 0.35%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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