Trustwell Financial Advisors, LLC
Assets Under Management
$218.5M
Number of Clients
371
Number of Advisors
5
Average Client AUM
$589K
AUM per Advisor
$43.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TrustWell Financial Advisors is an independent, fee-only registered investment advisor offering financial planning and asset management services. They focus on serving individuals, couples, and families, providing advice and acting in the client's best interest. They do not sell financial products or work for commissions.
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
Location
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216
