Trella Wealth is a registered investment advisor founded in 2021 and based in Bowling Green, Kentucky. Philip Gibbs serves as the founder, sole owner, and primary advisor. Trella Wealth provides personalized investment management and financial planning services to individuals, families, and business owners. For investment management, Trella Wealth builds tailored portfolios using passive strategies and index funds or exchange-traded funds, overseeing client accounts on a discretionary basis. Trella Wealth also offers financial planning services either as a one-time comprehensive financial plan or through ongoing planning relationships that include regular reviews and quarterly meetings. Additionally, Trella Wealth provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable and discounts may be offered at the firm's discretion.