Trinity Strategic Wealth offers personalized financial planning and investment management services on both discretionary and non-discretionary bases. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs. Investment management is offered through a wrap fee program, potentially utilizing external managers. Clients are responsible for notifying Trinity Strategic Wealth of any changes to their financial situation.
Fee Structure
Trinity Strategic Wealth offers investment management services through a wrap fee program. The annual fee is a percentage of your portfolio's value, up to 1.75%. Fees are generally paid quarterly in advance, based on the portfolio value at the end of the previous quarter. Clients who were previously clients of personnel at an unaffiliated advisory firm may be billed in arrears according to their historical fee schedules. The firm may recommend borrowing money to purchase additional securities, which presents a conflict of interest.