Trevian Wealth Management provides customized wealth management services, including investment management. They tailor portfolios to individual client needs, generally preferring index funds over active management. Clients can request specific investments if they align with the firm's management approach. Services may be discretionary or non-discretionary. Consulting services may be provided by an affiliated firm for a separate fee. Trevian Wealth Management also offers a cash management service to companies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.20% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $20.0M | 0.70% |
| $20M+ | 0.50% |
There is typically a $24,000 annual minimum fee, which can be waived or modified at Trevian Wealth Management’s sole discretion. In certain circumstances, Trevian Wealth Management may, at its sole discretion, assess a fee that differs from the pricing and payment terms set forth in this section, which will always be disclosed in writing in advance of it being assessed. Circumstances that may result in a different fee amount and/or different fee structure include unusual client situations, unusual portfolio holdings, clients who intentionally do not have meaningful public markets portfolios, highly illiquid clients, or the Firm’s pro bono activities.