Trivera Wealth Management is a registered investment advisor based in Tucson, Arizona, founded by Natalie A. Fernandez. The firm offers both discretionary and non-discretionary portfolio management services tailored to each client's specific needs, goals, and risk tolerance. As part of its portfolio management services, Trivera Wealth Management integrates comprehensive financial planning covering retirement planning, cash flow analysis, education funding, risk management, insurance review, estate planning considerations, and charitable giving strategies at no separate charge. Additionally, Trivera Wealth Management provides retirement plan consulting and advisory services to retirement plans, plan sponsors, and individual retirement investors. The firm advises on a wide range of investments including equity securities, exchange-traded funds, mutual funds, corporate and municipal securities, options, real estate investment trusts, and U.S. government securities. Professionals associated with the firm may also act as independent insurance agents and earn commissions from selling insurance products, creating a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.00% to 1.50% annually, are negotiable, and depend on factors such as account size, complexity, and scope of services. Non-discretionary investment advisory services generally range from 0.20% to 1.00% of assets under advisement.