Assets Under Management
$1.3B
Number of Clients
960
Number of Advisors
16
Average Client AUM
$1.4M
AUM per Advisor
$81.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Triune Financial Partners offers individual portfolio management, model portfolio management, retirement plan consulting, and financial planning services. They develop investment policies based on client circumstances and manage portfolios accordingly. They also provide financial planning services covering various areas like tax, investments, insurance, retirement, and estate planning.
| Assets Under Management | 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.
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS, 66210