TRI-AD Capital Management offers investment management services primarily through its individual retirement account product, known as SnapIRA, which uses risk-based model portfolios of mutual funds. The firm also provides consulting services for employer-sponsored retirement plans such as 401(k) plans, helping plan sponsors with investment selection, monitoring, and fiduciary compliance. Additionally, TRI-AD Capital Management offers investment selection and monitoring services for health savings account products. The firm operates as a registered investment advisor and acts in the best interest of its clients when providing retirement advice. TRI-AD Capital Management does not hold client assets directly, as all funds are kept with qualified custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K+ | 0.40% |
Rates apply to the SnapIRA program. Additional program, custodial, and mutual fund expenses apply.