TriCord Advisors, Inc. is a registered investment advisor based in Riverside, California, offering discretionary portfolio management, financial planning, and consulting services. Founded in 2011, TriCord tailors its investment strategies to each client's specific objectives, risk tolerance, and liquidity needs using a broad range of securities such as mutual funds, exchange-traded funds, and fixed income investments. For certain accounts, the firm may recommend third-party investment managers or advisory platforms like Quorus, Portfolio Design Labs, and AssetMark. TriCord also provides administration for fixed and indexed annuity products and offers bill-paying or administrative services. The firm primarily serves individuals, families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and small businesses.
Fee Structure
TriCord Advisors charges an asset-based fee for discretionary portfolio management. The exact fee schedule and percentage are determined on a client-by-client basis and set forth in the client's Investment Advisory Agreement. Fees are calculated as a percentage of the value of the account and charged quarterly in advance.