Trellis Wealth Advisors, LLC

Trellis Wealth Advisors, LLC, established in November 2010, offers investment advisory services primarily to individuals and families. The firm's approach involves active client involvement, education, and customized investment plans based on factors like time horizon, income needs, and risk tolerance. Trellis focuses on long-term strategic asset allocation using passive buy-and-hold strategies with mutual funds and ETFs. Clients can have discretionary or non-discretionary accounts, with assets under management totaling $303,959,797 for discretionary and $3,530,910 for non-discretionary accounts as of December 31, 2022. The firm charges an annual advisory fee of 0.50% of client assets under management, paid quarterly in arrears. Trellis does not have fee-sharing arrangements and believes its fees are reasonable. Clients are responsible for investment vehicle fees and custodian brokerage costs. Trellis may use Schwab Advisor Services for custodial services, with no fee reduction for brokerage costs. Clients can terminate the advisory agreement at any time, with no fee refunds upon termination. Trellis provides investment advice to individuals, families, trusts, endowments, and retirement plans. The firm's investment strategies are custom-crafted based on client objectives and constraints, emphasizing diversified, low-fee, passive instruments. Trellis has no disciplinary history and does not compensate third parties for referrals. The firm may vote proxies for client securities and has limited custody of client funds for fee deductions. Trellis members adhere to a Code of Ethics and are not supervised in their investment activities.