Trinity Financial Advisors offers investment advice and financial planning to individuals and high net worth individuals. They manage investments, create financial plans, and offer business advisory services. Trinity primarily invests in exchange-listed securities, mutual funds, individual bonds, bond funds, and exchange traded funds. They also provide access to online account aggregation platforms. Trinity may recommend unaffiliated private investment funds.
Assets Under Management$580M
Clients202
Advisors5
Avg. per Client$2.9M
Avg. per Advisor$120M
www.tfadvisors.com ·www.linkedin.com/company/trinity-financial-advi... ·www.linkedin.com/in/geoffreybiehn
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. The firm generally imposes a $10,000 minimum annual investment advisory fee for its services. Clients subject to the minimum fee could pay a higher percentage than referenced above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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