TriFlame Capital provides investment management and financial planning services. Investment management is offered on a discretionary basis, where TriFlame makes investment decisions for you. Financial planning includes a full financial plan or consultation services on individual topics. TriFlame may use sub-advisors to manage client assets.
Assets Under Management$28M
Clients71
Advisors1
Avg. per Client$390K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.20% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Annual fee is negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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