Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
You'll be charged an advisory fee ranging from 0.75% to 1.30% annually, based on your account's average daily value and the model selected. This fee is not negotiable and is debited quarterly in advance. TRA typically receives between 0.55% and 0.75% of the total advisory fee. The advisory fee does not cover brokerage fees, transaction charges, or the fees and expenses charged by mutual funds and ETFs. Minimum account balances range from $10,000 to $75,000 depending on the model, but may be waived in certain instances.
Areas of Practice
Advisor Information
Office location
Minneapolis, MN
Get directionsRegulatory History
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 →Other Business Activities
Adriana works as a catering assistant for Compass Group USA, providing food service and event catering. This work is done irregularly, taking about 10-20% of her time outside of securities trading hours.