Tryon Investments offers financial planning and investment advice. They advise on cash flow, college, retirement, tax, and legacy planning. Tryon Investments offers direct asset management services, determining investment goals, risk tolerance, and objectives. They also utilize third-party money managers and receive solicitor fees. Clients can impose restrictions on investments.
Assets Under Management$100M
Clients467
Advisors1
Avg. per Client$220K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
Annual fee 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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