Triex Financial Services manages investment portfolios for individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. Triex uses its own mutual fund and exchange traded fund allocation strategies. While Triex doesn't offer financial planning, estate planning, or accounting services, it may provide limited consultation on these matters to investment management clients.
Assets Under Management$1.5M
Clients26
Advisors1
Avg. per Client$56K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...