Trellis Advisors, LLC is a small investment advisory firm with its main offices located in Ellensburg, WA. Committed to providing expert financial guidance, the company employs a team of 15 professionals, 4 of whom specialize in investment advisory services. With an average of $107,420,000 in assets under management per investment advisor, Trellis Advisors' performance aligns with the industry average.
The firm offers a diversified compensation structure, incorporating various methods such as a percentage of assets under management and fixed fees. While less than 30% of their assets under management are attributed to 401K and individual accounts, Trellis Advisors possesses the expertise to manage employer funds. All the assets they handle are under discretionary management.
Primarily catering to high net worth individuals, Trellis Advisors oversees a substantial portfolio, representing over $429,679,000 in assets under management for more than 90 individual clients. The company takes pride in its long-serving advisors, including notable professionals like Kelly Sweet, Trevor Seamons, and Merle Gilmour, whose expertise and experience contribute to the firm's success.
In summary, Trellis Advisors, LLC is a trusted investment advisory firm based in Ellensburg, WA. With a team of seasoned professionals and a strong focus on high net worth individuals, they diligently manage a significant amount of assets while offering diverse compensation options to ensure optimal financial outcomes for their clients.