• Spartan Owned
  • Commission Free
  • Client Fiduciary
  • Michigan Based
  • Transparent Fee-Only Structure
  • Registered Investment Advisor

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Frequently Asked Questions

Are you a fiduciary? By law, must you put my interests above your own at all times?
Yes. As a Registered Investment Advisor, we are held to the fiduciary standard by law. Stockbrokers, insurance agents, and registered representatives are not held to the fiduciary standard. We are proud to put our clients’ interests above our own.
If you answered 'No' to question 1, why not? If you answered 'Yes', will you put it in writing?
We embrace our fiduciary duty and are happy to put it in writing.
How do you get paid?
We charge a quarterly assets under management fee that is paid directly from out client’ accounts. We never take commissions or third party considerations. No conflicts of interest.
How much do you get paid from providing me your services?
Multiply .003125 time an account balance less than $1,000,000 and you’ll see your quarterly fee. Multiply .001875 time an account balance more than $1,000,000 and you’ll see your quarterly fee. No commissions, no loads, no hidden fees…EVER!
Are there any other potential costs to owning the products you recommend, i.e. surrender charges?
From Trivelloni Asset Management, no. On rare occasion, however, there may be minor fees from you account’s custodian (TradePMR, Aspire Financial, Fidelity, TIAA-CREF, etc.)
Do you offer no-load, commission free options?
We ONLY offer commission free, no-load products. We believe commission based products are antiquated and unnecessary.
What is your investment and risk management methodology?

We manage our portfolios with an asset allocation strategy coupled with consistent portfolio rebalancing. We NEVER use expensive, poorly performing annuity products. We believe annuities are also antiquated and unnecessary.

Do you ultimately work for me or the company you represent?

We are a fully independent firm. Trivelloni Asset Management ONLY works for you.

Do you own the same investments you will be recommending to me?

Yes. We invest in the same investment company ETFs and mutual funds as our clients.

Do you have a clean regulatory record?

Clean as a whistle.

Antonio Trivelloni, MBA, RFC®

President, Portfolio Manager

25 North Main Street
Mount Clemens, MI 48043