Triune Financial Partners offers investment advice and financial planning to individuals, high-net-worth individuals, retirement plans, and other organizations. Triune manages investment portfolios, provides retirement plan consulting, and offers financial planning services covering areas like personal finances, taxes, investments, insurance, retirement, estate planning, and education planning. Triune also offers consulting services on specific financial topics.
Assets Under Management$1.3B
Clients960
Advisors16
Avg. per Client$1.4M
Avg. per Advisor$81M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members or associated persons of the firm. Some long-standing clients may have originally received a lower fee for services and are allowed to remain at this fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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