Trendscast Financial LLC offers portfolio management based on client goals and risk tolerance. It also provides services to ERISA plans, including investment advice and participant education. Financial planning covers areas like investment, insurance, retirement, college, and debt planning. Trendscast Financial generally advises on mutual funds, stocks, bonds, and other securities.
Assets Under Management$25M
Clients270
Advisors2
Avg. per Client$94K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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