Trinity Neches provides ongoing investment advice tailored to each client's objectives and risk tolerance. They offer private wealth management, investing in securities believed to be in the client's best interest. Trinity Neches also offers financial planning services covering retirement, investments, estate, business, insurance, and education funding. They also offer services to 401k plans.
Assets Under Management$120M
Clients72
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Veterans and active military receive a 25% discount. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...