*All advisory clients are offered an annual comprehensive financial plan, 401k analysis, drift based rebalancing, and unlimited consultations.
Effective January 1, 2020, there is a $200,000 minimum for new advisory clients. Householding permitted.
*All initial consultations are complimentary. There are no asset minimum requirements for fee-only clients.
The above advisory fees are subject to change at the advisor’s discretion. Investments are not guaranteed. You should always consult your advisor or conduct your own due diligence before making any investment decision. Securities offered through Securities America, Inc., member FINRA/SIPC. Fee based advisory service offered through Securities America Advisors, Inc., a registered investments advisor. Depending on the custodian selected for your accounts there may be additional fees and charges. The Advisor is also a registered representative of Securities America, Inc., a registered broker/dealer, as well as a licensed insurance broker/agent. As such, certain products can be sold for commission, when that occurs it will be fully disclosed by a selling prospectus, which will contain additional disclosure documentation specific to the type of commission product being purchased. As you can see with this disclosure, it is our intention to keep you fully informed of any and all fees, commissions and expenses related to your account, so you can continue to make educated and fee conscious decisions with regard to your investment options.
trivett wealth management
Securities offered through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc. Trivett Wealth Management and Securities America are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.