TriCord Advisors, Inc.

Financial Advisor in Riverside, CA

Firm Info
Address: 6772 Magnolia Ave, Riverside, CA 92506, USA
Phone: (951) 684-7011

Firm Size
Assets Under Management: $175.6 million
# of Advisors: 4
# of Clients: 807
Client to Advisor Ratio: 202:1
Average Account Size: $217,582
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Tricord Advisors, Inc. Overview

TRICORD ADVISORS, INC. is a fee-only Registered Investment Advisory firm that is headquartered in Riverside, CA. Established in 2018, the firm has been providing top-notch investment advice and services to its clients for over three years now. The firm is registered as a real estate broker-dealer/agent and an insurance broker/agent, allowing it to offer a wide range of financial services to its clientele. The firm offers several services to its clients, including financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisors. TRICORD ADVISORS, INC. has a team of experienced advisors who provide personalized solutions to their clients, so you can rest assured that your financial goals and objectives are well taken care of. In addition to its core services, TRICORD ADVISORS, INC. conducts educational seminars and workshops to help its clients gain a better understanding of investment strategies and wealth management. With a client-centric approach, the firm ensures that all clients receive the best service possible and that their financial well-being is a top priority. Trust TRICORD ADVISORS, INC. to manage your finances and help you achieve your investment goals.

TRICORD ADVISORS, INC. offers its financial advisory services to a wide range of clients, including individuals and high net worth individuals seeking customized investment strategies that align with their larger financial goals. These clients rely on the firm's expertise to provide tailored advice on topics like wealth management, financial planning, and retirement planning. TRICORD ADVISORS, INC. is committed to delivering exceptional service and building strong relationships with its clients to help them achieve financial success. The firm provides various fee structures for their clients, depending on their specific needs and requirements. Clients can choose to pay a percentage of assets under management (AUM), an hourly rate, or a fixed fee, depending on the specific service they are seeking. These fee structures are intended to provide transparency and ensure that clients have a clear understanding of the costs involved with their investment plans. Overall, TRICORD ADVISORS, INC. aims to provide personalized financial guidance and support to help clients achieve their financial objectives, whatever they may be.

Typical Clients, Fee Structures & Investment Minimum

According to TRICORD ADVISORS, INC.'s Part 2 Brochure, their investment minimum varies depending on the type of account. For their Separately Managed Account, the minimum initial investment is $100,000. However, for their Unified Managed Account and Mutual Fund Portfolios, there is no minimum investment required. The brochure states that "minimum account sizes may apply" for certain investment options, but does not provide specific details.

How This Office Can Help Riverside, CA Residents

TriCord Advisors, Inc. is a financial services company that specializes in helping clients in Riverside, CA manage their money and plan for the future. Whether someone is just starting their career or nearing retirement, TriCord Advisors can provide valuable guidance on a range of financial issues. For example, many residents of Riverside, CA may be struggling with debt or credit issues. TriCord Advisors can help clients develop a realistic and achievable plan for paying off debt and rebuilding their credit. They can also provide advice on budgeting and saving, creating a financial plan that takes into account each client's unique situation and goals. Additionally, TriCord Advisors can work with clients to plan for retirement, navigate the complexities of tax planning, and make informed investment decisions. With their expertise and commitment to personalized service, TriCord Advisors is a valuable resource for anyone striving to achieve financial security in Riverside, CA and beyond.

To view the Minimum Investment and Fee Schedule for Tricord Advisors, Inc., visit their Part 2 Brochure.

Services Offered by Tricord Advisors, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Tricord Advisors, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6772 Magnolia Ave, Riverside, CA 92506, USA
Phone (951) 684-7011
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Tricord Advisors, Inc. is registered to service clients in the following states:

  • California

Disciplinary History

Tricord Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs