Trinity Wealth Management

Wealth Management Firm in Woodbury County, IA

Firm Info
Address: 705 Douglas St, Sioux City, IA 51101, USA
Website:
Phone: (712) 252-2318

Firm Size
Assets Under Management: $202.8 million
# of Advisors: 4
# of Clients: 475
Client to Advisor Ratio: 119:1
Average Account Size: $426,939
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

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

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

  • Pension & Profit Sharing Plans

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

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Trinity Wealth Management, LLC Overview

Edward Jones is a fee-based registered investment advisory firm that has been in business since 1963. The firm is headquartered in St. Louis, MO and offers a range of financial services to its clients. As both a broker-dealer and insurance broker/agent, they specialize in providing investment advice to individuals, small businesses, and institutional clients. The firm's service offerings include portfolio management for both individual and business clients, as well as pension consulting services. They also provide clients the option to select advisors from their network of experienced professionals. With decades of experience in the finance industry, Edward Jones has established a reputation for providing high-quality investment advice tailored to the unique goals and needs of each of their clients. Their fee-based fee arrangement ensures that the interests of their clients are always front and center, making them a trusted partner for anyone seeking sound financial advice.

Trinity Wealth Management, LLC prides itself on catering to a diverse clientele, ranging from individuals to high net worth individuals, pension or profit sharing plans, as well as corporate entities. Their personalized approach to wealth management includes an in-depth understanding of each client's unique needs, values, goals, and time horizon. Whether the client is just starting to accumulate wealth or is already enjoying financial success, Trinity Wealth Management, LLC offers comprehensive financial services that cater to every life stage. Trinity Wealth Management, LLC offers an array of fee structures depending on the service provided. Their percentage of AUM fee structure, which is based on the client's assets under management, is a popular choice that often caters to clients who prefer a more hands-off approach to their investment management. For those who desire more direct involvement, the hourly fee structure option is available, allowing clients to pay for the specific amount of time spent consulting with their financial advisor. Finally, fixed fees are also offered for specific financial planning services and are commonly used for implementation services such as estate planning and trust creation. Trinity Wealth Management, LLC's fee structures are tailored to meet the different needs and preferences of their clients, ensuring that every client receives the best possible value for their money.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Trinity Wealth Management's Comprehensive Portfolio Management service is generally a minimum household account balance of $500,000, which may be negotiable. For their Asset Management service, the firm generally requires a minimum household account balance of $100,000, which also may be negotiable.

How This Office Can Help Woodbury County, IA Residents

Trinity Wealth Management is committed to helping clients in Woodbury County, IA with their unique financial situations. As a full-service financial planning firm, Trinity Wealth Management provides comprehensive financial planning services that cater to the individual needs and goals of each client. They believe in educating and empowering their clients to make informed financial decisions through personalized planning, ongoing communication, and objective advice. Clients in Woodbury County, IA may face different financial situations, from saving for retirement or a child's education, to managing debt or planning for a major life event. Trinity Wealth Management offers a range of services that can help clients navigate these challenges, including retirement planning, investment management, estate planning, tax planning, and more. They work closely with clients to understand their unique circumstances and develop a customized plan that aligns with their goals and values. With a focus on long-term financial success, Trinity Wealth Management provides ongoing support and guidance, helping clients stay on track and achieve their financial objectives.

To view the Minimum Investment and Fee Schedule for Trinity Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Trinity Wealth Management, LLC

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 Trinity Wealth Management, LLC 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 705 Douglas St, Sioux City, IA 51101, USA
Phone (712) 252-2318
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 1000 WESTLAKES DR., SUITE 275, BERWYN, PA 19312, United States

This firm has no other locations.

State Registrations

Trinity Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • New Jersey
  • Pennsylvania
  • Texas

Disciplinary History

Trinity Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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