Trails Edge Wealth Advisers offers ongoing investment advice and manages investment portfolios for individuals and businesses. They work with clients to understand their financial goals, risk tolerance, and time horizon, then create a customized investment strategy. Trails Edge may recommend third-party sub-advisers to manage portions of client portfolios. They manage accounts on a discretionary or non-discretionary basis.
Assets Under Management$150M
Clients60
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable. Total managed account fee includes Trails Edge's tiered fee and a model manager/strategy and platform fee if the GeoWealth platform is utilized (GeoWealth’s fee portion is non-negotiable).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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