Are you an advisor, interested in allocating client assets toward a Trinity Portfolio?
We’re proud to introduce Trinity for Advisors. It’s our investment offering for professional money managers, providing a convenient platform for allocating client assets.
Convenient Investment Platform:
We’re participating in TD Ameritrade’s Model Market Center, which provides advisors an easy way to allocate to our Trinity Portfolios.
If you’re ready to begin and are already a TD Ameritrade Institutional custody client, click here to email them. If you’re ready to begin yet not currently a TD Ameritrade Institutional custody client, click here, or call 1-800-934-6124.
If you’d like more details, please see below.
0% Cambria Portfolio Management Fee:
Cambria doesn’t charge a portfolio management fee in connection with the Trinity portfolios. TD Ameritrade doesn’t charge advisors a fee to access the Trinity models on its Model Market Center.
This means your client only pays:
– Your specific advisory fee
– Trade commissions (TD’s rack rates for trades are $6.95). However, at present, four of the ETFs populating our Trinity Portfolios trade commission-free, and we’re actively working with TD Ameritrade to make the entire lineup of Cambria ETFs commission-free. We’ll update you as this evolves.
– Fees on the underlying investments that populate our Trinity portfolios, which is how Cambria generates revenue.