Trinity Investment Advisors provides investment advisory services to institutional retirement plans, serving as a fiduciary in a discretionary capacity. Trinity also offers consulting services to retirement plans, assisting clients in evaluating their employee retirement plans to ensure they are current, well-designed, and cost-effective. Clients should be aware of additional fees payable to mutual fund investment advisors.
Assets Under Management$340M
Clients36
Advisors4
Avg. per Client$9.5M
Avg. per Advisor$86M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees range from 0.25% to 0.60% of total plan assets depending on plan complexity and services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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