Trinexus Capital, LLC

Fee-Only (% of Portfolio)

TriNexus Capital, LLC is an investment management firm specializing in quantitative and fundamental investment analysis and the active management of equity strategies. TriNexus Capital provides investment advice on various securities based on agreed-upon objectives and strategies. The firm offers its services to both individuals and institutions through separately managed accounts, tailoring advisory services to meet individual client needs.

Assets Under Management$17M
Clients10
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$8.4M

Fee Structure

Investment management only (planning not offered)

TriNexus Capital's fees are based on a percentage of the value of your portfolio. The specific percentage can range up to 2% annually, and is payable monthly or quarterly. In addition to the management fee, TriNexus Capital may also charge a performance-based fee, which is a percentage of the net profits earned in your account. This performance fee can range up to 20% of net profits over an agreed-upon time period, typically annually.

Loading...
Location

2 Advisors at this firm