Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Individual Equity Allocation Accounts
Fee Estimator
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.
Areas of Practice
Advisor Information
Office location
7700 Shawnee Mission Parkway, Suite 315, Overland Park, KS, 66202
Get directionsRegulatory History
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