Trust Alliance Wealth Partners LLC offers ongoing investment management services, monitoring client accounts and making trades as needed. They create customized investment programs based on each client's individual needs, return objectives, and risk tolerance. They primarily use exchange-traded funds (ETFs) and mutual funds. Clients are encouraged to inform Trust Alliance of any changes to their financial situation or investment goals.
Assets Under Management$6.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K+ | 0.75% |
Trust Alliance Wealth Partners may, at its discretion, charge an advisory fee that is reduced from the stated Investment Management Service fee schedule. Family members and friends of Trust Alliance Wealth Partners LLC are offered services at a discounted fee or occasionally at no charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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