Trio Advisors Longview offers portfolio management services, providing ongoing supervision of client accounts and investment opportunities in various securities. The firm also offers financial planning services to help clients understand their financial situation and set financial objectives, covering areas like tax planning, asset allocation, and retirement planning. Trio Advisors also offers tax preparation and bookkeeping services through Trio Finance Longview, LLC.
Assets Under Management$27M
Clients62
Advisors1
Avg. per Client$440K
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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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