Trivest Investment Advisors, LLC

CRD#161432
Investment Advisor Firm

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Learn more about Trivest Investment Advisors, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Trivest Investment Advisors, LLC is an advisory company headquartered in Miami, Florida. Trivest Investment Advisors, LLC has $4.7 billion in assets throughout 14 client accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). Trivest Investment Advisors, LLC has an average-sized team, including 45 financial advisors. Trivest Investment Advisors, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments such as options, stocks and bonds.

    Trivest Investment Advisors, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions for the client's account without requiring client authorization. The investment advisory firm's typical account size is $335.3 million. An average advisor at Trivest Investment Advisors, LLC manages fewer than one client account, placing it among the most individualized advisor firms in the country.

    The firm's headquarters is located at 550 South Dixie Highway, Miami, Florida 33146-2701. The firm is legally registered to provide services to customers in the state of Florida.

    Assets Under Management

    $4.7 billion

    Number of Advisors

    45

    Disclosures

    No

    Office Location

    550 South Dixie Highway
    Miami, FL 33146-2701

    Trivest Investment Advisors, LLC by the Numbers

    Total Assets Under Management

    $4.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    66

    National Average: 64
    Total Number of Accounts

    14

    National Average: 375,227
    Average Account Size

    $335.3 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees typically depend on the type of financial services offered. Fees charged by Trivest Investment Advisors, LLC can consist of any blend of the following fee types: asset-based or performance-based. Trivest Investment Advisors, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It caters to pooled investment vehicles. Out of its 14 clients, Trivest Investment Advisors, LLC's largest client group by number of accounts is pooled investment vehicles. None of its customers are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Trivest Investment Advisors, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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