Trimarc Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$205,381,758
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
14
100% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
Very LowAverage account size
$14,670,126
About
TriMarC Wealth Management LLC provides investment supervisory services (individual portfolio management) and comprehensive financial planning to high net worth individuals and charitable organizations. The firm offers continuous advice, prepares written financial plans, and delivers periodic reports summarizing account performance and holdings.
The firm's investment process combines fundamental, technical, quantitative and qualitative analysis with asset-allocation principles and a long-term purchase orientation, and it manages accounts on both discretionary and non-discretionary bases. Accounts are monitored on an ongoing basis and reviewed at least quarterly; financial plans are typically delivered within months of engagement when all information is provided.
TriMarC manages roughly $240.9 million in client assets across a very small client roster (14 clients), producing an unusually high level of assets per advisor compared with peers. The brochure discloses that management personnel are licensed insurance agents who may receive customary commissions for insurance product implementations—a potential conflict of interest the firm acknowledges—and also states the firm does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
Income planning
General estate planning guidance
Retirement income strategy
Options & derivatives strategies
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.
Main office location
Trimarc Wealth Management LLC
Saratoga NY, United States
Number of offices
1
Most active in
Trimarc Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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