Trendz Advisors Inc. provides investment advice and manages portfolios for individuals, high net worth individuals, pension and profit-sharing plans, 401(k) plans, charitable organizations, and businesses. Trendz uses a patented algorithm to make asset allocation decisions based on market trends. The firm offers both model portfolios and custom portfolios tailored to client needs. Trendz Advisors also has an affiliation with TrustFirst Inc., a broker-dealer.
Assets Under Management$58M
Clients166
Advisors1
Avg. per Client$350K
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Client Specific Portfolios and 401k Corporate accounts are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...