TriVant Custom Portfolio Group LLC Salary

As of September 2026, the average annual salary for employees at TriVant Custom Portfolio Group LLC in the United States is $96,472. This translates to an approximate hourly wage of $46. Salaries at TriVant Custom Portfolio Group LLC typically range from $84,625 to $109,318 annually, reflecting the diverse roles and experience levels within the company.

How Much Does TriVant Custom Portfolio Group LLC Pay for Different Roles?

Explore detailed salary information for specific jobs at TriVant Custom Portfolio Group LLC. Based on our data, the highest paying job is the Chief Investment Officer, with an annual salary of $334,931. The table below outlines the annual salary ranges for most popular roles within the company.
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Is TriVant Custom Portfolio Group LLC’s Pay Competitive? Salary Benchmarking Analysis

How does TriVant Custom Portfolio Group LLC's compensation stack up against the industry and its key competitors? Our salary benchmarking analysis provides a clear comparison. The chart below visualizes this comparison alongside select peer companies.
Competitor / Benchmark Avg. Salary Variance Primary Market Influence Factor & Explanation
Moran Heising & McElravey LLC $99,689
+3.3%
Reflects a supply-demand imbalance for the specific talent Moran Heising & McElravey LLC targets.
J Lens Financial & Insurance Services LLC $94,215
-2.3%
Suggests J Lens Financial & Insurance Services LLC utilizes a highly similar base-plus-benefits compensation model.
Planning Works LLC $86,462
-10.4%
Planning Works LLC may offer non-monetary perks in lieu of competitive base salaries.
A Wisialko and Co $98,328
+1.9%
Indicates identical technical requirements and experience levels between the two firms.
Financial Services Industry $121,514
+26.0%
Pay variances are driven by organizational scale, specialized skill requirements, or geographic cost-of-living factors.
Need More Granular Data? The analysis above provides a high-level market overview. To benchmark specific job codes, adjust for real-time cost-of-living changes, or access verified HR-reported datasets, upgrade to Salary.com for Business. Precision matters when building your compensation strategy.

Employee Reviews: Working at TriVant Custom Portfolio Group LLC

Considering a career at TriVant Custom Portfolio Group LLC? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
It’s a suitable environment for individuals who appreciate clear roles and minimal unpredictability. Feedback is specific and constructive. Management trusts us with significant responsibilities, providing the autonomy to innovate while offering support when needed. There isn’t much room to innovate, but deadlines and responsibilities are consistently met. The company culture is professional but c...
Resources for continuous learning available. The systems in place support success. It’s not a bad setup, just not particularly collaborative or engaging. It’s rare to find a company that combines professional rigor with such a supportive environment.
Inclusive and respectful workplace. There is strong focus on compliance and risk management, which sometimes affects decision-making and innovation. Leadership listens and responds quickly. Management communicates policies clearly, but changes are often delayed due to bureaucracy. Leadership is present but distant. Colleagues are dependable and collaborative.

TriVant Custom Portfolio Group LLC Overview

Website
www.trivant.com
Founded In
2003
Employees
<25 employees
Industry
Financial Services
Headquarter Address
402 W Broadway San Diego California CA 92101
Revenue
<$5 Million
Phone Number
+1 6192863930
Social Media
About TriVant Custom Portfolio Group LLC
TriVant Custom Portfolio Group is a separate account management specialist with a client base geographically dispersed throughout the United States. Focusing on its founding principles of cost efficiency, customization and service (the context of the name "TriVant"), the company has achieved an enviable track record in terms of portfolio performance. The company was founded in 2003 by Dan Laimon a

What Benefits Does TriVant Custom Portfolio Group LLC Offer Beyond Salary?

A competitive compensation package is more than just a salary. TriVant Custom Portfolio Group LLC offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near San Diego?

Understanding the cost of living near San Diego is key to truly evaluating a salary offer or your current compensation at TriVant Custom Portfolio Group LLC.
San Diego's Cost of Living Index is approximately 160.4 (60.4% more expensive than US average; 14.7% more than CA average). Very high housing costs are the primary driver, along with generally higher prices for other goods and services. When planning your budget based on a salary from TriVant Custom Portfolio Group LLC, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $2,200 - $3,400+ A significant portion of TriVant Custom Portfolio Group LLC salary. Location choices impact this heavily.
Utilities (Basic) $160 - $270 Electricity, Heating, Cooling, Water etc.
Public Transportation $72 (MTS monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $460 - $680 Can be higher with more dining out or specialty stores.
Personal & Leisure $450 - $850+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $380 - $720+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $3,722 - $5,922+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of TriVant Custom Portfolio Group LLC

1. What is the typical salary range (low to high) for most roles at TriVant Custom Portfolio Group LLC?

The typical annual salary range for most roles at TriVant Custom Portfolio Group LLC is approximately from $84,625 to $109,318. It's important to remember that these are overall averages, actual salaries vary significantly based on specific job titles, years of experience, skills, and location.

2. How much does TriVant Custom Portfolio Group LLC pay compared to Moran Heising & McElravey LLC?

The average annual salary at TriVant Custom Portfolio Group LLC is $96,472, or an hourly wage of $46, in comparison to Moran Heising & McElravey LLC which pays $99,689 per year or $48 per hour.

3. Do salaries differ significantly between departments at TriVant Custom Portfolio Group LLC?

Yes, salaries often differ between departments at TriVant Custom Portfolio Group LLC due to varying market demand for specific skill sets and the nature of the roles. For example, technical roles in Engineering or IT may command different salary ranges compared to roles in Marketing or Human Resources.

4. How does experience level affect salary at TriVant Custom Portfolio Group LLC?

Experience level is a significant factor in determining salary at TriVant Custom Portfolio Group LLC, as it is with most employers. Generally, employees with more years of relevant experience and a proven track record can command higher salaries. For example, a senior-level role will typically have a higher pay band than an entry-level or mid-career position within the same job family.

5. How can I determine if a salary offer from TriVant Custom Portfolio Group LLC in San Diego is fair given the local cost of living?

To determine if a salary offer from TriVant Custom Portfolio Group LLC in San Diego is fair, first compare the gross salary to our data for similar roles at TriVant Custom Portfolio Group LLC and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for San Diego" to understand its purchasing power.

6. Are the salaries listed for TriVant Custom Portfolio Group LLC on Salary.com pre-tax or after-tax?

All salary figures displayed for TriVant Custom Portfolio Group LLC, including average base salary and estimated total compensation, are pre-tax amounts. They do not account for federal, state, or local income taxes, nor deductions for benefits like health insurance or 401(k) contributions.