Trust Investment Advisors Wealth Management, LLC
Trust Investment Advisors Wealth Management (TIA WM) offers investment advice and personalized financial services, including retirement planning, charitable giving strategies, insurance analysis, and estate planning. TIA WM provides continuous asset management based on individual client needs, primarily using portfolios of stocks and fixed income securities. TIA WM manages accounts on a non-discretionary basis, with recommendations guided by client objectives. Financial planning is offered to existing clients on a limited, requested basis, and additional fees may apply.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Additional fees apply for options strategies. 3rd Party Accounts (including covered call options): 0.50%. Options – Equity - AUM: First $500,000: 0.50%, Next $500,000 and above: 0.25%. 3rd Party Accounts: 0.15%