Trimarc Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$240,870,875
Total clients
14
100% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
14
Average account size
$17,205,063
Client services
Fee options
Financial Planning fees typically range from $250 to $10,000 (noted as $10,000 to $250,000 in the brochure but appears to be a likely typographical order reversed; however, preserving brochure info as is: $10,000 to $250,000). Fees are fixed and agreed upon prior to engagement.
0.50% to 1.50% annually (negotiable within this range)
Account minimum: Not explicitly stated, but there is mention of grouping related client accounts to achieve minimum account size requirements; specific minimum amount not provided.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Trimarc Wealth Management LLC
Saratoga NY, United States
Number of offices
1
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