Triunity Financial Planning offers financial planning and portfolio management services to help clients achieve their financial goals. Financial planning is available on a project basis or an ongoing subscription basis. Portfolio management provides continuous management of your investment portfolio based on your individual needs and investment objectives. Triunity Financial Planning also offers bookkeeping and financial reporting services as non-advisory services.
Assets Under Management$0
Clients2
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $750K | 0.80% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.60% |
Annual advisory fee is subject to a minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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