Trinity Capital Management offers wealth management services, including investment management and advanced planning, to families, individuals, and organizations. TCM creates tailored investment plans based on client objectives and risk tolerance, using mutual funds, ETFs, stocks, and fixed income instruments. Advanced planning services cover wealth enhancement, protection, mobilization, and transfer, with customized written summaries. Clients are not obligated to implement TCM's recommendations.
Assets Under Management$560M
Clients393
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
TCM requires a minimal annual fee of $3,000. The Firm’s fees can be negotiated by TCM under certain circumstances, and at the sole discretion and authority of TCM.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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