TrustWell Financial Advisors provides financial planning and investment management services. Financial planning involves identifying goals and creating strategies to achieve them, covering areas like investments, budgeting, retirement, insurance, and estate planning. Asset management includes building and managing an investment portfolio based on your goals and risk tolerance. TrustWell acts as a fiduciary, providing unbiased advice and working in your best interest.
Assets Under Management$220M
Clients371
Advisors5
Avg. per Client$590K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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