Trebuchet Consulting offers financial planning and wealth management services, including asset accumulation, allocation, preservation, growth, and transfer. They tailor their services to each client's unique needs and allow clients to impose restrictions on investments. Trebuchet also advises on IRA rollovers, considering fees, investment options, and other factors.
Assets Under Management$920M
Clients337
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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