Trust Beyond Corp is a registered investment advisor based in Miami, Florida. They offer comprehensive wealth management services, including assessing financial assets, budgeting, setting financial goals, investment management, and coordinating with other professional advisors for tax and estate planning. Clients can grant Trust Beyond Corp authority to make trades without prior approval, or they can opt for non-discretionary arrangements where they approve each transaction. They may invest client assets according to model portfolios.
Fee Structure
Trust Beyond Corp's annual fee for comprehensive wealth management services ranges from 0.30% to 1.25% of the value of your investments. The fee depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is calculated quarterly based on the average monthly balance. The advisory fee is negotiable depending on your individual circumstances.