Triune Financial Partners, LLC
Assets Under Management
$1.3B
Number of Clients
960
Number of Advisors
16
Average Client AUM
$1.4M
AUM per Advisor
$81.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Triune Financial Partners provides continuous investment advice based on client needs, managing accounts on a discretionary basis. They offer model portfolio management, retirement plan consulting, and financial planning services, including retirement rollover recommendations. The firm manages over $1.2 billion in assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members or associated persons of the firm. Some long-standing clients may have originally received a lower fee for services and are allowed to remain at this fee.
Fee Estimator
For individual and model portfolio management, fees range from 0.30% to 1.50% annually, billed quarterly. Retirement plan consulting fees are negotiable and can be a one-time setup fee, a percentage of assets, a flat fee, or an hourly rate. Financial planning fees range from $100 to $25,000, charged hourly or as a fixed fee. Consulting services fees are determined based on the nature and complexity of the services provided.
Areas of Practice
Location
Lighton Plaza Ii, 7400 College Blvd, Suite 300, Overland Park, KS, 66210