Trigsted Wealth Advisory is a Florida-based registered investment advisor founded in 2026 by Benjamin Trigsted. The firm offers comprehensive one-time financial planning, ongoing financial planning subscriptions, and tailored investment management services. Investment portfolios are constructed using a diversified mix of exchange-traded funds, mutual funds, individual securities, and other investment vehicles tailored to each client's specific financial situation, risk tolerance, and time horizon. Portfolios can be managed on either a discretionary or non-discretionary basis. Trigsted Wealth Advisory operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions from product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable. Accounts over $5M are negotiable starting at the previous tier rate.