Trinity Financial Services provides financial planning and investment advisory services. Trinity offers one-time and ongoing financial planning, retirement plan services, seminars, and variable annuity/life management. Trinity also sells annuities, insurance, and other commissioned products. Clients can engage other professionals like lawyers and accountants directly.
Fee Structure
Trinity Financial Services offers investment management through a wrap fee program, detailed in a separate document. They also manage variable annuities and variable life products, with fees not exceeding 2.25% of the amount you invest. These fees are negotiable, and accounts within the same household may be combined for a reduced fee. You can end the agreement with 30 days' notice and receive a refund for services not provided.