Trellisent Investments designs and implements wealth management programs tailored to your investment objectives, risk tolerance, and cash flow needs. Trellisent assists with financial, retirement, and estate planning, including tax planning, education funding, and wealth transfer. Trellisent also manages investment accounts, diversifying investments based on your individual risk profile and financial goals. Trellisent manages accounts on a discretionary basis, meaning they can make trades without your prior approval.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.30% |
| $750K - $3.0M | 1.10% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
All fees are negotiable. If your account is comprised entirely of bonds or similar fixed income securities, you will be subject to the following fee schedule: - Up to $3,000,000: 0.50% per year - $3,000,001 and above: 0.40% per year