Assets Under Management
$58.5M
Number of Clients
166
Number of Advisors
1
Average Client AUM
$352K
AUM per Advisor
$58.5M
Compensation
Fee-Only (AUM)
Trendz Advisors Inc. offers continuous advice on client funds based on individual needs, using model asset allocation portfolios and client-specific portfolios. The Trendz algorithm uses dynamic market changes for asset allocation. They manage accounts on a discretionary or non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Client Specific Portfolios = Negotiable. 401k Corporate accounts = Negotiable
5908 Toole Drive Suite A, Knoxville, TN, 37919