TrigoFi provides wealth management services, combining financial planning and investment management. They create a personalized investment policy for each client, balancing risk and reward based on their goals, risk tolerance, and time horizon. Financial planning covers cash flow, retirement, education, debt, tax, and estate planning. Clients access TrigoFi's services through an app, phone, virtual meetings, electronic messages, and in person.
Assets Under Management$490K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$490K
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Clients with assets under management (AUM) below $500,000 are subject to a $5,000 Minimum Annual Fee. The annual Management Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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