Trendz Advisors
Assets Under Management
$58.5M
Number of Clients
166
Number of Advisors
1
Average Client AUM
$352K
AUM per Advisor
$58.5M
Compensation
Fee-Only (AUM)
About This Firm
Trendz Advisors Inc. offers continuous advice on client funds based on individual needs, using model asset allocation portfolios and client-specific portfolios. They use the Trendz algorithm for dynamic and tactical model allocation assignments. They manage accounts on a discretionary or non-discretionary basis.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fee Estimator
Investment service fees are calculated as a percentage of assets under management. The annual fee is 1.0% on all assets under management. Client-specific portfolios and 401k corporate accounts have negotiable fees. There is no specific opening balance or minimum fee requirement. Clients may also incur transaction fees charged by Pershing, generally $15 per transaction.
Areas of Practice
Location
5908 Toole Drive Suite A, Knoxville, TN, 37919