TrailWise Financial Partners offers investment management, legacy management, financial planning, consulting, and retirement plan services to individuals, high-net-worth individuals, families, employer-sponsored retirement plans, charitable organizations, trusts, businesses, and business owners. TrailWise manages portfolios on a discretionary or non-discretionary basis, investing primarily in equities, ETFs, mutual funds, cash, REITs, and alternative investments. Financial planning services cover investment, goal, retirement, insurance, tax, education, and business planning.
Fee Structure
TrailWise Financial Partners offers investment management services for an annual fee based on the value of your portfolio. There are two fee schedules:
- Investment management only: Fees range from 1.00% on the first $500,000 of your portfolio to 0.15% on amounts over $50,000,001.
- Investment management including financial planning: Fees range from 1.25% on the first $250,000 of your portfolio to 0.25% on amounts over $100,000,001.
Fees are charged quarterly, in advance.