What is the difference between an advisory account and a brokerage account?

We work on both advisory and brokerage platforms, so the account structure can fit your needs. We explain the difference before you choose.

How are fees charged?

It depends on the platform. Advisory accounts pay an asset based fee. Brokerage accounts pay commissions on the products used. We explain which applies, and the difference between the two, before you choose.

Home/Wealth management

Wealth management for individuals and families.

Two people with the same net worth can need very different portfolios. One is drawing income next year; the other is compounding for a grandchild. A model portfolio treats them the same. Deciding what each dollar is for comes first.

We build portfolios around what your money is for, balancing stability, return, and liquidity. Built around your profile, not a model portfolio. Clients include business owners, individuals, and families.

Talk with us Find your Trivium

At a glance.

Who it's for

Business owners, individuals, and families, including clients with financial lives in more than one country.

What we do

Build and manage portfolios across public markets
Alternative investments for qualified clients
Regular reviews, coordinated with your tax and estate advisors

What we don't do

We don't give tax or legal advice. Alternative investments are for qualified investors and carry risks.

How it works.

You take the Trivium Assessment, or we talk through what each part of your money is for.

We build an allocation that balances stability, return, and liquidity around those purposes, and show you where it sits on the triangle.

We put it in place on the account type that fits, advisory or brokerage, and explain the difference before you choose.

We review at least once a year, and whenever your life or business changes.

Common questions.

Plain answers. Bracketed items are awaiting Arkadios Compliance.

What is the difference between an advisory account and a brokerage account?: We work on both advisory and brokerage platforms, so the account structure can fit your needs. We explain the difference before you choose.
How are fees charged?: It depends on the platform. Advisory accounts pay an asset based fee. Brokerage accounts pay commissions on the products used. We explain which applies, and the difference between the two, before you choose.

Start a conversation.

Tell us about your business and what you want to accomplish. A member of our team will respond. You can also write to info@triviumam.com.

Talk with us Find your Trivium

Elsewhere on the site

Business owners Owners with ties to more than one country Team