Trinity's fee rate may be as high as 1.35% of assets it oversees, but it is frequently less depending on the services rendered, the value of the assets managed, and whether outside managers are used. All Trinity fees are negotiable based on the scope of the engagement. Custodial fees range from 0.0% to 0.25% depending on the custodian used and are in addition to Trinity’s fees. Financial planning fees are typically included with ongoing management engagements, but in special situations a one-time fee of $5,000 or less paid in arrears is possible. Retirement plan services have a minimum annual fee of $1,000 per plan.
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Learn about disclosures →Eric is self-employed in the insurance industry and receives residuals from previous annuity, long-term care, and disability sales for Allmerica. He spends minimal time on this activity as it is inactive.