Troika Capital Advisors (TCA) provides ongoing investment management based on each client's goals, risk tolerance, and time horizon. TCA creates an Investment Policy Statement for each client. TCA also offers financial planning services, including retirement planning, portfolio management, estate planning, cash flow analysis, insurance and risk evaluation, college funding, and charitable giving.
Assets Under Management$44M
Clients109
Advisors1
Avg. per Client$410K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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