Trinity Portfolio Advisors (TPA) provides financial planning, consulting, and investment management services. TPA works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. TPA helps clients align their wealth with their values by identifying financial objectives and developing a plan to tie together their objectives, values, and wealth. TPA also offers web-based portfolio management services through Betterment.
Fee Structure
TPA offers investment management services for an annual fee based on a percentage of the value of your investments. The fee varies between 0% and 2.00% depending on the amount you invest and the type of services you receive. This fee does not include brokerage commissions or other transaction fees. TPA may charge a lower fee based on certain criteria.
TPA also offers web-based portfolio management services. This service has an additional 0.15% fee on top of TPA's annual portfolio management service fee. There is also a one-time $500 implementation fee.