Trillium Wealth is a registered investment advisor founded in February 2026 and based in Winter Park, Florida. Trillium Wealth provides personalized portfolio management, financial planning, and retirement plan services for individuals, high-net-worth individuals, trusts, estates, and business entities. When managing investments, Trillium Wealth utilizes quantitative, fundamental, technical, and economic analysis to build and monitor portfolios, often executing trades without prior client approval. Financial planning is offered as an incidental service alongside asset management to help clients define goals and create written strategies. Trillium Wealth may also recommend independent managers and private placement investments for qualified clients. Additionally, the firm offers retirement plan consulting for qualified and non-qualified plans. Trillium Wealth does not hold client assets directly; instead, client funds and securities are held at qualified custodians such as Fidelity Investments and Charles Schwab.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees range up to a maximum annualized fee of 1.75% of assets under management. Alternatively, clients may negotiate a fixed annual fee ranging between $5,000 and $100,000. Fees are negotiable based on account size, asset types, complexity, and other factors.