TriHelix Wealth Collective offers financial planning and investment advisory services to individuals and small businesses, focusing on medical professionals. Financial planning includes cash flow analysis, education, estate, insurance, investment portfolio, retirement, and tax planning, and debt management. Investment advice is tailored to individual needs and goals. TriHelix acts as a fiduciary when advising on retirement accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Annual fees generally range from 0.50% to 1.40%. Fees are negotiable, and from time to time, and in its sole discretion, TriHelix may agree to amend its fee structures and rates or may reduce or waive any of its fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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