TriHelix Wealth Collective offers personalized financial planning and investment management services for individuals and small businesses, with a specialized focus on medical professionals and trainees. TriHelix helps clients navigate cash flow, education savings, estate planning, insurance reviews, investment portfolios, retirement, tax planning, and debt management. Clients receive tailored written plans and ongoing portfolio monitoring. TriHelix can manage investments either with direct authority to make trades or in consultation with the client. Additionally, TriHelix provides retirement plan consulting for plan sponsors. The founders are also licensed insurance agents, creating a potential conflict of interest if they recommend insurance products that generate commissions, though clients are never obligated to purchase recommended products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable at the Firm's discretion.