Trinity Wealth Management (TWM) is a registered investment advisor that manages investment portfolios and offers financial advice. TWM provides two levels of service: Wealth Management, which includes comprehensive financial planning for clients with at least $600,000 in investable assets, and Consultative Services for smaller portfolios and retirement plans. TWM works with clients to create an Investment Policy Statement that outlines their financial goals and risk tolerance.
Assets Under Management$360M
Clients94
Advisors4
Avg. per Client$3.8M
Avg. per Advisor$89M
Fee Structure
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
TWM may negotiate rates on cash separately. Advisor may household Client assets with those of other family members when determining AUM and applying the above fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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