Trica Wealth Planning, LLC offers portfolio management based on individual client goals and risk tolerance. They also provide pension consulting services, including investment objective guidance and manager monitoring. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. They primarily recommend ETFs but may use other securities. Clients can impose restrictions on investments based on their values.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.