Trellis Wealth Advisors provides investment advice and manages investments for individuals and families. Trellis aims to educate clients about investments and provide a consolidated view of their overall financial picture. Trellis focuses on long-term strategic asset allocation using low-cost mutual funds and ETFs.
Assets Under Management$390M
Clients131
Advisors4
Avg. per Client$2.9M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Standard fee rate is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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