Trinity Wealth Partners offers comprehensive financial planning and investment management services. They create financial plans to assess your financial situation, goals, and objectives. They then manage your investment portfolio based on an agreed-upon investment strategy. Trinity Wealth Partners generally recommends mutual funds for client portfolios.
Assets Under Management$8.4M
Clients25
Advisors3
Avg. per Client$330K
Avg. per Advisor$2.8M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the complexity of your financial situation or total assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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