Trestle Wealth Advisory provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. TWAL also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit. They may also provide educational seminars. TWAL generally recommends Focus Partners Advisor Solutions, LLC to assist in managing your account.
Assets Under Management$27M
Clients51
Advisors1
Avg. per Client$520K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5M+ | 1.05% |
The above fee includes TWAL’s fee as well as Focus Partners Advisor Solutions, LLC’ fee. These fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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