Trivium Point Advisory, LLC
Assets Under Management
$1.5B
Number of Clients
1,112
Number of Advisors
14
Average Client AUM
$1.3M
AUM per Advisor
$106.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trivium Point Advisory provides investment advisory services to individuals, high-net-worth individuals, family offices, trusts, and retirement plans. Services include financial planning, tax-efficient wealth accumulation, retirement, estate, and income planning. They manage assets internally and recommend external managers and platforms.
Fee Structure
Investment management fees range from 0.10% to 1.25% annually, negotiable based on relationship size and complexity. Financial planning services are billed separately at an hourly rate of $250 to $500, or an agreed-upon flat fee. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%, billed quarterly in arrears. There is no stated minimum account size.
Areas of Practice
Location
315 Post Road West, Westport, CT, 06880