Assets Under Management
$103.0M
Number of Clients
482
Number of Advisors
1
Average Client AUM
$214K
AUM per Advisor
$103.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Tryon Investments, LLC offers financial planning and investment advice. They provide discretionary asset management using a proprietary ETF allocation model tailored to investor risk tolerance. Financial planning services are offered on a negotiable fixed-fee basis. They also utilize third-party money managers and receive solicitor fees.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
745 Community Drive, Suite E, North Liberty, IA, 52317