TRELLIS ADVISORS, LLC
Ellensburg, Washington
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 ind...
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Assets Under Mgmt

$429.68M

Investment Professionals

4

Locations

1

% 401K & Individual

7%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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