Trew Advisors offers financial planning and investment management services. Investment advice covers cash flow, college, retirement, tax, and insurance planning. Trew uses third-party money managers and receives referral fees. Seminars and workshops are offered to educate the public. Clients can impose restrictions on investments. Trew's managing member is affiliated with entities that sell insurance products.
Fee Structure
Trew Advisors offers investment management through various platforms: SEI Managed Account Solutions, SEI Mutual Fund Models Program, and AssetMark. Fees vary depending on the platform and assets managed. For SEI programs, the annual fee is 1% on the first $1 million, decreasing to 0.5% for assets over $5 million. AssetMark fees are detailed in their disclosure brochure. Trew also uses third-party money managers like Gradient Investments and Brinker Capital, receiving a portion of their fees. Clients will not pay additional advisory fees to the third-party manager for these services.