Trimon Capital Management provides investment management services to individuals and businesses. Services include risk tolerance analysis, financial planning, tax planning, retirement planning, and estate planning, but these are not offered on a standalone basis. Trimon manages client money using model portfolios with different asset allocations, ranging from aggressive to conservative. Clients cannot set restrictions on specific holdings within the models, but Trimon may customize the investment strategy to reflect client restrictions.
Assets Under Management$960K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$960K
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Advisory fees are negotiable and may be discounted based on client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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