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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
TrustWell offers financial planning services for a fixed project fee (ranging from $600 to $10,000) or an hourly rate ($250 per hour). Asset management services are charged quarterly based on the average daily balance of the account. The annual equivalent fees are 1.00% on assets up to $1,000,000, 0.80% on assets from $1,000,001 to $5,000,000, and 0.60% on assets over $5,000,000. A minimum initial investment of $100,000 is generally required, but may be waived.
Areas of Practice
Advisor Information
Office location
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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