TriCord Advisors offers investment management and financial planning services. For investment management, they create personalized portfolios or use model portfolios. They also offer a 'manager of managers' program, where they select other investment advisors to manage client money. Financial planning covers areas like retirement, taxes, insurance, and estate planning. TriCord Advisors uses Schwab as a primary custodian but is not affiliated with them.
Assets Under Management$260M
Clients428
Advisors5
Avg. per Client$610K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
TriCord Advisors manages investments through several programs:
- Individual Portfolio Management: Fees range from 0.3% to 1.95% of your portfolio annually. A minimum portfolio size of $500,000 is required, resulting in a $6,000 minimum annual fee, though this may be negotiable.
- Model Portfolio Management: Fees range from 0.3% to 1.95% of your portfolio annually. A minimum annual fee of $6,000 is required, though this may be negotiable.
- Manager Selection Program: Fees range from 0.3% to 1.95% of your portfolio annually. This fee does not include the fees charged by the independent investment advisor managing the account.
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