TRESCO Financial offers portfolio management services based on individual client goals and risk tolerance. They create investment policy statements for each client. Financial planning services cover investment, insurance, tax, retirement, college, and estate planning. TRESCO Financial primarily recommends mutual funds, but may use other securities. They may also direct clients to third-party investment advisors.
Assets Under Management$380K
Clients6
AdvisorsN/A
Avg. per Client$63K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are negotiable. If using Morningstar Managed Portfolios, TRESCO's fee is 1.10% on the first $4 million, 1.10% on $4-$5 million, and negotiable above $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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