Trinvest Advisors provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. Trinvest also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Trinvest generally advises on mutual funds, bonds, real estate funds, equities, hedge funds, ETFs, and other securities.
Assets Under Management$13M
Clients31
Advisors1
Avg. per Client$410K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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