Tryon Investments is a registered investment advisor founded in 2012 and based in North Liberty, Iowa. Tryon Investments manages investment portfolios and provides financial planning and consulting services, including cash flow analysis, college planning, retirement planning, tax planning, and legacy planning. The firm builds portfolios using low-cost exchange-traded funds and individual stocks and bonds. Tryon Investments generally works with individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Assets Under Management$100M
Clients467
Advisors1
Avg. per Client$220K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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