Cole Conrad

Trivium Point Advisory, LLC

11 Years of Experience

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Firm Information

Trivium Point Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

14 advisors

Number of Clients

1,112 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$1.5B

Fee Structure

Minimum Investment:None

Hourly Rate:$250 - $500/hr

Investment management fees range from 0.10% to 1.25% annually, based on assets under management. Financial planning services are billed separately, either hourly ($250-$500/hour) or as an agreed-upon flat fee. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%, billed quarterly in arrears. Employees and family members of the Advisor may receive waived or reduced fees. The firm does not maintain a minimum fee or a minimum level of account assets.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

711 Westchester Ave, Suite 305, White Plains, NY, 10604

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Regulatory History (1)

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Customer Dispute

March 2021

Settled

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Other Business Activities

Cole is a registered representative with LPL Financial LLC since 2020. He is also the Managing Director of Trivium Point Accounting, LLC, focusing on tax preparation and accounting, taking about half of his time. Additionally, Cole provides administrative support to Trivium Point Advisory, LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.