TriMarC Wealth Management offers investment management and financial planning services. For investment management, they create and manage portfolios based on a client's individual needs and goals. Financial planning involves a comprehensive review of a client's financial situation, covering areas like taxes, investments, insurance, retirement, and estate planning. They also provide general advice on tax, budgetary, estate, and business planning.
Fee Structure
TriMarC Wealth Management's fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.50% to 1.50% per year. The specific fee is determined based on factors like the complexity of your situation and the amount you invest. Fees are calculated at the end of each calendar quarter.