Tryon Investments, LLC
Assets Under Management
$103.0M
Number of Clients
482
Number of Advisors
1
Average Client AUM
$214K
AUM per Advisor
$103.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tryon Investments, LLC offers financial planning and investment advice. Services include asset management, financial planning, and consulting. Investment advice is an integral part of financial planning, including cash flow, college, retirement, tax, and legacy planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Asset management fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning services are offered based on a flat fee between $299 and $2,000, depending on the complexity of the client's situation. TI may utilize third-party money managers and receive a solicitor fee, which is a portion of the advisory fee paid to the third-party manager. The client will not pay additional advisory fees to the third-party money manager for these services.
Areas of Practice
Location
745 Community Drive, Suite E, North Liberty, IA, 52317