Trifecta Capital Advisors manages investment portfolios and offers financial planning services. They work with individuals, families, business owners, and other entities. Trifecta determines client objectives, risk tolerance, and liquidity needs to develop a personalized investment plan. They primarily invest in stocks, bonds, ETFs, and mutual funds. Financial planning addresses estate, tax, charitable, and wealth transfer objectives.
Assets Under Management$710M
Clients137
Advisors3
Avg. per Client$5.2M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by Trifecta and the client. Total fees including third-party money manager fees are not to exceed 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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