Trinsic Capital offers personalized investment management services, tailoring advice to meet client needs and objectives. They offer discretionary portfolio management, selecting stocks believed to be trading at a discount. Accounts under $500,000 are usually invested using mutual funds and ETFs. Trinsic Capital requires clients to grant discretionary authority to manage their accounts.
Assets Under Management$84M
Clients47
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Advisory fee is negotiable depending on individual client circumstances. Portfolios invested in the Aggressive Equity strategy will not be aggregated for fee purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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