Trinity Capital Management is a registered investment advisor that provides ongoing supervision of client accounts. They manage accounts based on your financial situation, investment objectives, and risk tolerance. Trinity Capital Management monitors accounts and provides advice on buying, selling, or holding investments. Clients are responsible for notifying Trinity Capital Management of any changes to their financial situation or investment objectives. Trinity Capital Management offers services through wrap fee programs.
Assets Under Management$37M
Clients31
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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