TRB Wealth Management offers investment management services, creating portfolios based on clients' financial situations, tax considerations, risk tolerance, and time horizon. They invest in public and private asset classes. TRB also provides wealth planning services to help clients achieve their financial goals, but does not offer tax or legal advice.
Assets Under Management$1.2B
Clients952
Advisors15
Avg. per Client$1.2M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Adviser, in its sole discretion, may negotiate to reduce any fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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