Trinity Wealth Advisors LLC
Assets Under Management
$258.9M
Number of Clients
129
Number of Advisors
4
Average Client AUM
$2.0M
AUM per Advisor
$64.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trinity Wealth Advisors offers wealth management services addressing wealth sustainability, enhancement, protection, transfer, and charitable giving. Services include investment analysis, retirement coaching, cash flow management, tax coordination, education planning, insurance analysis, estate planning, business planning, and family meetings. They manage portfolios with outside institutional investment managers.
Fee Structure
Trinity's fee rate may be as high as 1.35% of assets it oversees, but it is frequently less depending on the services rendered, the value of the assets managed, and whether outside managers are used. All Trinity fees are negotiable based on the scope of the engagement. Custodial fees range from 0.0% to 0.25% depending on the custodian used and are in addition to Trinity’s fees. Financial planning fees are typically included with ongoing management engagements, but in special situations a one-time fee of $5,000 or less paid in arrears is possible. Retirement plan services have a minimum annual fee of $1,000 per plan.
Areas of Practice
Location
132 W Washington Ave Suite 200, St. Louis, MO, 63122