Trifecta Capital Advisors, LLC

Trifecta Capital Advisors, LLC is a Registered Investment Adviser established in January 2022 and located in Northbrook, IL. The firm is owned by Paul Tromp, Sue Oleari, and Jeff Berman. Trifecta specializes in helping clients build, manage, and preserve their wealth by providing investment and wealth management services. The firm manages advisory accounts on a discretionary basis, primarily allocating client assets among various investment options like stocks, bonds, ETFs, and mutual funds. Trifecta tailors its advisory services to meet clients' needs and ensures that portfolios are managed in line with their objectives. The firm charges a maximum annual advisory fee of 1.25%, billed monthly based on the average daily balance of the client's account. Trifecta may also utilize third-party money managers for specific investment objectives, with total fees not exceeding 1.25%. Financial planning services are included in the investment management fees, and for standalone financial planning arrangements, fixed fees are negotiated based on the complexity of the client's financial circumstances. Trifecta does not sponsor a Wrap Fee Program and had $712,181,349 in discretionary assets under management as of December 31, 2024. The firm does not have any legal or disciplinary events to report and acts as a fiduciary, putting clients' best interests first. Clients have the ability to leave standing instructions, and Trifecta provides ongoing portfolio monitoring and rebalancing based on clients' needs and objectives.