Trevian Financial is a registered investment advisor located in Superior, Colorado, offering personalized wealth management services that combine investment management and financial planning. Founded in 2008 and led by Chris Hanson, Trevian Financial builds tailored investment portfolios using principles of Modern Portfolio Theory, focusing on stocks, bonds, mutual funds, and exchange-traded funds held at an independent custodian. In addition to managing investments, Trevian Financial provides comprehensive financial planning covering areas such as retirement planning, tax strategies, cash flow and debt management, estate planning, college savings, business planning, and risk management. Trevian Financial operates as a fee-only firm, meaning compensation comes solely from clients through asset-based fees, fixed fees, or hourly charges, without accepting commissions or third-party product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable. Accounts of members of the same household may be aggregated for fee calculations.