Trail Ridge Investment Advisors (TRIA) offers portfolio management based on individual client goals and financial planning services on an hourly basis or through their Trailhead Financial Advisory Service. TRIA creates an Investment Policy Statement for each client to construct a plan that matches their specific situation. TRIA generally limits its investment advice to mutual funds, fixed income securities, exchange-traded REITs, insurance products, equities, ETFs, treasury inflation protected/inflation-linked bonds, and non-U.S. securities.
Fee Structure
Trail Ridge Investment Advisors (TRIA) charges a fee based on the value of your portfolio. The fee varies depending on whether the portfolio includes options, excludes options, or is for trusts where Trail Ridge Trust Company, LLC is a trustee. There are different fee schedules for each approach.
For portfolios with options, there is a $5,000 minimum annual fee and a $700,000 minimum equity portfolio.
For portfolios without options, there is a $2,000 minimum annual fee and a $200,000 minimum account size.
For Trailhead Financial Advisory Service, accounts up to $120,000 are included in the base fee. Amounts over $120,000 are charged a separate fee.