| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Individual Equity Allocation Accounts
Trinity Capital Management charges an annual management fee based on a tiered fee schedule. For Individual Equity Allocation Accounts, the fee is 1.25% on the first $1,000,000, 1.00% on amounts between $1,000,000 and $3,000,000, and 0.50% on amounts over $3,000,000. For ETF Strategic Allocation Accounts, the fee is 0.70% on the first $1,000,000, 0.50% on amounts between $1,000,001 and $3,000,000, and 0.35% on amounts over $3,000,000. The firm may negotiate its advisory fees depending on the client's account size and relationship with the advisor. A minimum of $25,000 is generally required to open and maintain an account, but this may be waived.
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS, 66202
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