Tri-Star Advisors offers investment management services to individuals and entities. They meet with clients to determine their investment goals and then make trades in the client's account. They recommend investments such as cash, bonds, exchange traded funds (ETFs), mutual funds and stocks. Tri-Star may also recommend using a sub-advisor, Betterment, LLC, to manage all or part of your portfolio.
Assets Under Management$68M
Clients73
Advisors2
Avg. per Client$930K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Annual fees can range up to 1.15%. Accounts in the same household will be aggregated to attain the lowest fee possible. The above fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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