Trimaran Capital is an independently-owned investment advisory company that focuses on managing client portfolios. Trimaran uses fundamental analysis and asset allocation, with technical analysis as a secondary overlay, to research securities and portfolios that align with each investor's goals, risk tolerances, and interests. Trimaran primarily focuses on equity and fixed income investments to create balanced portfolios. As a registered investment advisor, Trimaran is legally required to act in your best interest.
Assets Under Management$62M
Clients57
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $200K | 1.25% |
| $200K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees negotiable for accounts above $3,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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