Trimingham Financial provides financial planning and investment management services tailored to each client's unique needs. Financial planning covers various areas like insurance, education, tax, and retirement planning. Investment management involves creating an investment policy statement and managing accounts with either discretionary or non-discretionary control. Trimingham focuses on asset allocation using ETFs and mutual funds.
Assets Under Management$1.5M
Clients7
Advisors1
Avg. per Client$210K
Avg. per Advisor$1.5M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.5M | 0.60% |
| $1.5M - $2.5M | 0.40% |
| $2.5M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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