TRES Wealth Management Group LLC offers ongoing portfolio management and pension planning services. They create a plan for each client based on their financial situation, risk tolerance, and goals. TRES generally advises on mutual funds, stocks, bonds, ETFs, real estate, and insurance products. Clients may impose restrictions on investments based on their values or beliefs.
Assets Under Management$57M
Clients163
Advisors2
Avg. per Client$350K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.3M | 1.25% |
| $1.3M - $2.5M | 1.00% |
| $2.5M+ | 0.85% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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