Trustwell Financial Advisors, LLC
Assets Under Management
$218.5M
Number of Clients
371
Number of Advisors
5
Average Client AUM
$589K
AUM per Advisor
$43.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
TrustWell Financial Advisors offers financial planning and asset management services. Financial planning covers goal setting, information gathering, analysis, and implementation. Asset management includes portfolio construction, monitoring, and rebalancing, primarily using mutual funds and ETFs. They act as a fiduciary and do not sell financial products.
Fee Structure
Minimum Investment:$100K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Loading...
Location
8825 Perimeter Park Blvd., Suite 304, Jacksonville, FL, 32216
