A complete list of active advisors currently associated with Trusttree Financial LLC
Warmer can help you find a great advisor at Trusttree Financial LLC or one who fits your needs even better.
TrustTree Financial LLC is a state-registered investment adviser that serves individuals (including high-net-worth clients), trusts, foundations, and small institutions, managing approximately $78 million across about 150 client relationships with a two-advisor team. The firm offers discretionary portfolio management and comprehensive financial planning, delivered through one-time, hourly, and ongoing planning engagements. Investment management is tailored to each client’s investment policy statement and combines passive and active strategies, drawing on both fundamental and technical analysis with typical holding horizons of 12–18 months. The firm provides continuous account supervision, implements client-imposed restrictions, and works with custodians to execute and monitor portfolios on an ongoing basis. Noteworthy distinctions include TrustTree’s sponsorship and participation in a wrap fee program, a structure that is relatively uncommon among peer firms, and that advisory personnel are licensed to sell life and disability insurance and may receive separate commissions for those sales. The firm also discloses that members of its advisory team engage in other financial services activities (including mortgage origination) and that its leadership includes a CFP® certificant, with these potential additional sources of compensation described in the brochure.
To learn more about the advisors currently working at Trusttree Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Trusttree Financial LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Davie, FL
| 36
| |
Huntersville, NC
| 30
| |
Fort Lauderdale, FL
| 27
|
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