Advisor at Trail Ridge Investment Advisors, LLC
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Location
Fort Collins, CO 80525
Credentials
Series 65
Industry experience
4 years
David Trigg is a financial advisor with Trail Ridge Investment Advisors, LLC, holding a Series 65 designation and four years of industry experience. He previously worked at PSL Medical Center and National Jewish Hospital. Trail Ridge Investment Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm employs model allocations based on modern portfolio theory, periodic rebalancing, and a mix of mutual funds, ETFs, and other instruments, and offers a subscription service called Trailhead for on-call advice and index fund portfolios.
Based on Trail Ridge Investment Advisors, LLC
Based on Trail Ridge Investment Advisors, LLC
$1 - $1,000,000: 1.10% (with options) / 1.00% (without options) / 0.80% (trusts) $1,000,001 - $3,000,000: 0.95% (with options) / 0.80% (without options) / 0.70% (trusts) $3,000,001 - $5,000,000: 0.70% (with options) / 0.60% (without options) / 0.45% (trusts) $5,000,001 - $10,000,000: 0.55% (with options) / 0.50% (without options) / 0.30% (trusts) $10,000,001+: 0.45% (with options) / 0.40% (without options) / 0.20% (trusts)
$250 per hour with a minimum fee of $1,000 per engagement for financial planning services.
Trailhead Financial Advisory Service™ charges $1,200 annually ($100 per month) including up to 6 hours of advice; additional hours at $250 per hour.
Account minimum: $200,000 Minimum fee: Minimum annual fees vary by service: $5,000 minimum for portfolio management with options, $2,000 minimum for portfolio management without options.
2020 Caribou Drive, Suite 102
Fort Collins, CO 80525
Colorado
Trail Ridge Investment Advisors, LLC
2022 - Present (4 years)
PSL Medical Center
2016 - 2022 (6 years)
National Jewish Hospital
2016 - 2016 (1 year)
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Is active or affiliated with:
Trust company
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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