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Trillium Group
Trillium Investments provides personalized wealth management services, including investment management, personal finance advice, and retirement planning.
Trillium Group
Trillium Investments provides personalized wealth management services, including investment management, personal finance advice, and retirement planning. The firm manages client money in house and builds portfolios using individual stocks and bonds rather than mutual funds. All services are included in a 1% annual fee on assets under management. It serves individuals, couples, families and business owners with $500k or more in liquid assets for investment.
General information
Firm type
Private Equity
Year founded
2000
Location
Region
North America
Country
United States
City
Emeryville
Corporate office
1398 55th Street, Emeryville, CA 94608, United States
Frequently asked questions
What is Trillium Group's fee structure?
Trillium Group charges a single 1% annual fee on assets under management. The firm states it does not sell financial products that generate commissions, presenting the flat AUM fee as a way to ensure advice remains aligned with client interests.
What is the minimum account size at Trillium Group?
Trillium Group requires $500,000 or more in liquid assets for investment, according to its website. The firm focuses on individuals, couples, families, and business owners.
Does Trillium Group use mutual funds or outside managers?
No. Trillium builds portfolios using individual stocks and bonds, not mutual funds. The firm manages all assets in-house, stating that this vertical integration captures value that it then passes on to clients.
What is the client demographic at Trillium Group?
The firm reports that 77% of its clients are in retirement. The average client relationship is described as more than 10 years old, and 94% of new clients come through referrals.
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