Treveri Capital LLC provides asset management services tailored to each client's risk tolerance, goals, and time frame. Portfolios consist of exchange traded funds and/or securities. The firm monitors and rebalances portfolios periodically. Model portfolios include Aggressive, Moderate, Conservative, Income, and crypto. Custom portfolios are also available.
Assets Under Management$1.1M
Clients11
Advisors1
Avg. per Client$100K
Avg. per Advisor$1.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For certain qualified clients, Treveri Capital may charge 2% of assets under management plus 20% of net capital gains, calculated and billed quarterly, subject to a high-water mark. Fees are negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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