Trust Advisors, INC.

Fee-Only (% of Portfolio)

Trust Advisors, Inc. (TAI) provides investment advisory and recordkeeping services for trust assets. TAI performs due diligence to find, evaluate, and recommend asset classes and investment managers to manage the assets held in trust accounts. TAI subcontracts certain investment advisory functions to another investment advisor, LCG Associates, Inc. Some trust accounting services and investment performance monitoring are also subcontracted to third-parties. All investment decisions are ultimately made by the Clients and not by TAI.

Assets Under Management$6.1B
Clients12
AdvisorsN/A
Avg. per Client$510M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.