TRS Advisors offers personalized investment advice and portfolio management. They work with individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. TRS also provides financial planning services covering areas like retirement, investments, taxes, and insurance. TRS tailors its advice to meet each client's needs and investment objectives.
Assets Under Management$42M
Clients211
AdvisorsN/A
Avg. per Client$200K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.80% |
| $500K+ | 1.60% |
Fees may be negotiable based on the amount of assets under management, complexity of client goals and objectives, and level of services rendered. Related accounts can be combined for fee paying purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.