Trisperity Advisors, LLC

Trisperity Advisors serves individuals, trusts, estates, charitable organizations and small businesses with personalized financial planning and investment management on a fee-only basis. The boutique team of two advisors manages approximately $335 million for about 264 clients and offers ongoing advisory agreements as well as standalone financial plans, retainer arrangements and hourly engagements.

The firm generally manages client assets on a discretionary basis and implements written investment policy statements that emphasize strategic asset allocation across globally diversified portfolios organized into up to three risk “buckets.” Portfolios may include mutual funds, ETFs, individual equities, fixed income and certain option or margin strategies, and the firm aggregates household accounts for fee calculations and provides periodic written reviews and net worth reporting.

Distinctive features include a no-commission policy and an unusually high proportion of assets managed discretionary (roughly $333 million of $335 million) while maintaining no stated account minimums despite sizable overall AUM. Trisperity maintains formal business continuity and information-security programs, requires advisors to meet bachelor’s-degree and CFP-level standards, and generally leaves proxy voting to clients unless assistance is requested.