Andrew Bucher is a CFA-designated registered investment advisor at Trinity Capital Management, LLC, based in Olympia, WA, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 393 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
TCM requires a minimal annual fee of $3,000. The Firm’s fees can be negotiated by TCM under certain circumstances, and at the sole discretion and authority of TCM.
Fee Estimator
Location
606 Columbia St NW, Suite 210, Olympia, WA, 98501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Trinity Capital Management, LLC
Previous Registrations
Mercer Advisors
Mercer Advisors
State Registrations2 states
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