Trinity Capital Management is a registered investment advisor founded in 2006, with offices in California and Washington. The firm offers comprehensive wealth management services that combine investment management with advanced financial planning. Trinity Capital Management designs tailored investment portfolios using a disciplined, academic approach based on modern portfolio theory, global diversification, and institutional mutual funds, including those from Dimensional Fund Advisors. In addition to managing investments, the firm provides advanced planning covering wealth enhancement, wealth protection, wealth mobilization, and wealth transfer, coordinating closely with each client's other professionals such as certified public accountants and attorneys. Trinity Capital Management acts legally required to act in your best interest and generally manages client accounts on a fully discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees are negotiable at the firm's discretion. A minimum annual fee of $3,000 applies.