Trinity Capital Management offers investment advice tailored to clients' needs and objectives. They provide discretionary and non-discretionary portfolio management services, potentially using sub-advisers. As a separate service, they offer financial planning, creating plans based on clients' financial situations and goals. They may also recommend third-party money managers. The firm also offers educational workshops and seminars.
Assets Under Management$140M
Clients445
Advisors2
Avg. per Client$330K
Avg. per Advisor$72M
www.facebook.com/trinitycapitalmanagement ·twitter.com/morrisnutt_tcm ·www.trinitycapitalmanagement.net
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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