Trailpoint Financial Planning (TFP) provides financial planning and investment management services to individuals. For investment management, TFP uses XY Investment Solutions as a sub-advisor to manage client portfolios. TFP helps clients select an appropriate investment approach, interacts with the sub-advisor, and reviews their performance. TFP also offers ongoing and project-based financial planning services covering areas like cash flow, college savings, retirement, and estate planning. Corey Wiederholt is the Owner/Financial Planner.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. TFP also offers investment management on assets under advisement with a different fee schedule: $0 - $1,000,000: 0.65%, $1,000,001 - $2,000,000: 0.50%, $2,000,001 - $5,000,000: 0.35%, $5,000,001 and up: 0.25%