Trio Advisors Longview LLC is a registered investment advisor located in Longview, Texas, offering portfolio management, financial planning, and tax preparation services. The firm designs customized investment strategies based on each client's specific financial situation, risk tolerance, and goals, utilizing exchange-traded funds, individual stocks and bonds, mutual funds, and structured notes. Trio Advisors Longview builds diversified portfolios focused on global asset allocation, low costs, and tax efficiency. In addition to managing investments, the firm provides guidance on retirement planning, tax strategies, estate planning, and insurance needs. Trio Advisors Longview serves individuals, high-net-worth individuals, trusts, estates, and business entities.
Fee Structure
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% |
Fees are negotiable and paid monthly in arrears based on the prior month's ending asset value. Financial planning fees may be waived if clients engage investment management services.