Trillium Investments provides investment management services to high-net-worth individuals. Trillium's services include portfolio management, financial planning, and retirement, estate, and tax planning. Trillium Investments employs a disciplined approach to investment selection and portfolio management, emphasizing tax efficiency and risk minimization. The firm generally requires a minimum account size of $500,000, but this is at Trillium Investments' discretion.
Assets Under Management$110M
Clients57
Advisors2
Avg. per Client$2M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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