Trinity Portfolio Advisors, LLC
Assets Under Management
$488.2M
Number of Clients
736
Number of Advisors
9
Average Client AUM
$663K
AUM per Advisor
$54.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trinity Portfolio Advisors (TPA) offers financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. TPA allocates client assets among equities, mutual funds, and ETFs. They may also recommend independent managers and web-based portfolio management services through Betterment.
Fee Structure
TPA charges fixed fees for financial planning and consulting, ranging from $1,500 to $250,000, depending on the services provided. Investment management fees are based on a percentage of assets under management, varying between 0% and 2.00%. Some legacy clients may be billed under a prior fee schedule. For web-based portfolio management services, an additional 0.15% fee is added, along with a one-time $500 implementation fee. TPA may negotiate fees based on certain criteria.
Areas of Practice
Location
121 Countryside Court, Suite 140, Southlake, TX, 76092