Trinity Legacy Partners is a registered investment advisor that provides investment management and financial planning services. They work directly with clients to understand their goals and objectives, and they create customized investment strategies. Trinity Legacy Partners may consult on assets held in employer-sponsored retirement plans, such as 401(k) plans. The firm adheres to a fiduciary standard, meaning they are legally required to act in your best interest.
Assets Under Management$460M
Clients341
Advisors6
Avg. per Client$1.4M
Avg. per Advisor$77M
www.trinitylegacypartners.com ·www.linkedin.com/company/trinity-legacy-partner... ·www.trinitylegacy.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Investment management fees are negotiable at the sole discretion of the Adviser.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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