Trio Wealth Management (TWM) offers investment management services where they manage client funds based on individual needs, creating personalized investment plans. They primarily advise on stocks, bonds, mutual funds, and ETFs. TWM also offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$100M
Clients77
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Client assets managed by Independent Managers will be subject to an additional annual fee in a range from 0.10% to 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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