Trinity Wealth Solutions provides financial and retirement planning, wealth management, income tax planning, and succession planning to individuals, high net worth individuals and families, trusts, and estates. For wealth management, Trinity Wealth primarily invests client assets with Asset Mark Trust Co. but may also use Charles Schwab, utilizing ETFs, index funds, low-cost no-load mutual funds, managed futures institutional mutual funds, alternative investment strategies, or individual stocks. Financial planning services are provided through the wealth management agreement or through a separate agreement.
Assets Under Management$46M
Clients104
Advisors1
Avg. per Client$440K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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