Trillium Asset Management Fees & Minimum

Overview

Headquarters: Boston, MA
Total Firm Assets: $4.3 billion
Average High-Net-Worth Client Portfolio Size: $1.3 million
Stated Minimum Account Size: $5,000,000

Fee Disclosure

Source: TRILLIUM ASSET MANAGEMENT BROCHURE 2A 03.28.2025 (2026-03-27) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$5,000,000	0.85%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$42,500	0.85%
$10 million	$67,500	0.68%
$50 million	$267,500	0.54%
$100 million	$517,500	0.52%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 17.67%
Number of High-Net-Worth Clients: 600
Total Client Accounts: 2,043
Discretionary Accounts: 2,043

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 110901

TRILLIUM ASSET MANAGEMENT BROCHURE 2A 03.28.2025 (2026-03-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Trillium Asset Management