RP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
36 clients
Average Client Portfolio
$9.5M average
Assets Under Management
$342.4M
Fee Structure
Financial Planning:Investment management only
Trinity Investment Advisors, LLC provides investment advisory services to institutional ERISA retirement plans. The asset based fee ranges from 0.25% to 0.60% of total plan assets. Trinity’s consulting fees are based on a flat fee, or an annual percentage of plan assets.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
136 North Church, West Chester, PA, 19380
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Trinity Investment Advisors, LLC
June 2012 - Present · 13 yrs 7 mos
Previous Registrations
Stancorp Investment Advisers, INC.
March 2007 - March 2011 · 4 yrs
Invesmart Advisors INC
January 2001 - March 2007 · 6 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.