TRI-AD Capital Management I, LLC (TCMI) is a fee-only investment management firm. TCMI offers investment management services, including retirement plan consulting and individual retirement accounts (IRAs) through the SnapIRA® program. For retirement plans, TCMI provides assistance with investment policy development, investment selection, ongoing reporting, and participant communication. TCMI does not act as a custodian of client assets.
Assets Under Management$460M
Clients54
Advisors2
Avg. per Client$8.6M
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K+ | 0.40% |
Additional costs associated with the SnapIRA® program include program/technology, custodial fees and mutual fund expenses.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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