Trisperity Advisors offers financial planning and investment management services. They help clients with financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Trisperity Advisors manages investments with the authority to make trades without asking first, unless specified otherwise. They provide written evaluations and periodic reviews. Other professionals are engaged directly by the client as needed.
Assets Under Management$280M
Clients266
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. All accounts for a client household portfolio will be aggregated for the fee calculation for purposes of achieving a reduced percentage fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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