Trinity Wealth Management provides investment and financial advice to individuals, families, and employer retirement plans. Services include managing investment portfolios, creating financial plans covering areas like retirement and estate planning, and consulting with businesses on their retirement plans. Trinity Wealth uses technical analysis and smart beta strategies to manage investments.
Assets Under Management$400M
Clients240
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...