Trexler Financial Advisors offers wealth management, standalone investment management, and pension consulting services. Wealth management includes investment management, financial planning, and tax preparation. Standalone investment management is offered without financial planning or tax services. Trexler Financial Advisors may use third-party advisors like Forum Financial Management.
Assets Under Management$25M
Clients37
Advisors1
Avg. per Client$680K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.50% |
This fee schedule applies to both Wealth Management and Standalone Investment Management services. Standalone Investment Management has a $1,500 minimum annual fee. Wealth Management also includes a fixed annual fee, ranging from $6,000 to $10,000, which is discounted based on assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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