Trillium Square Advisors offers financial planning on topics like cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide portfolio management services. They may select independent managers to manage client assets. The firm also provides consulting services to pooled investment vehicles and cash management services to corporations. They also provide advisory services to qualified retirement plans.
Assets Under Management$27M
Clients55
Advisors2
Avg. per Client$490K
Avg. per Advisor$14M
www.trilliumsquare.com ·www.alignable.com/rolesville-nc/trillium-square... ·www.yelp.com/biz/trillium-square-advisors-roles...
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.19% |
| $300K - $1.0M | 0.99% |
| $1.0M - $3.0M | 0.79% |
| $3M+ | 0.59% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...