Trinity Investment Advisors, LLC
Assets Under Management
$342.4M
Number of Clients
36
Number of Advisors
4
Average Client AUM
$9.5M
AUM per Advisor
$85.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trinity Investment Advisors, LLC provides investment advisory services to institutional ERISA retirement plans, serving as a fiduciary in a discretionary capacity. They also offer consulting services to retirement plans, evaluating and optimizing their programs. The firm manages assets on a discretionary basis.
Fee Structure
Trinity Investment Advisors charges an asset-based fee for retirement plan services, ranging from 0.25% to 0.60% of total plan assets. The specific fee percentage depends on factors like plan size, complexity, and the work involved. Consulting fees are based on a flat fee or an annual percentage of plan assets, billed monthly, quarterly, semi-annually, or annually. The fee amount and payment schedule depend on the scope of services, account size, number of employees, and meetings.
Areas of Practice
Location
136 North Church, West Chester, PA, 19380