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.
We embrace our fiduciary duty and are happy to put it in writing.
We charge a quarterly assets under management fee that is paid directly from our client' accounts. We never take commissions or third party considerations. No conflicts of interest.
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!
From Trivelloni Asset Management, no. On rare occasion, however, there may be minor fees from your account's custodian (TradePMR, Aspire Financial, Fidelity, TIAA-CREF, etc.)
We ONLY offer commission free, no-load products. We believe commission based products are antiquated and unnecessary.
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.
We are a fully independent firm. Trivelloni Asset Management ONLY works for you.
Yes. We invest in the same investment company ETFs and mutual funds as our clients.
Clean as a whistle.
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