Trivelloni Asset Management
Assets Under Management
$22.4M
Number of Clients
352
Number of Advisors
3
Average Client AUM
$64K
AUM per Advisor
$7.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trivelloni Asset Management (TAM) is a fee-based Registered Investment Adviser offering Investment Management and Consultation Services. TAM provides customized services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. TAM is independently owned and operated by Antonio Trivelloni.
Fee Structure
TAM is compensated through a percentage of assets under management or hourly/project-based fees for financial planning and consultation services. The hourly rate for consultation services is $200 per hour. For investment management services, advisory fees are agreed upon at the time of engagement with a maximum annual fee of 1.25%. TAM does not require a minimum portfolio size or fee for clients seeking advisory services.
Areas of Practice
Location
25 N. Main Street, Mount Clemens, MI, 48043