Eric Bird is a CFP-designated registered investment advisor at Triton Wealth Management, PLLC, based in Sun City, AZ, with 7 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 853 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Location
13211 N 103rd Ave, Ste. 4, Sun City, AZ, 85351
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Triton Wealth Management, PLLC
State Registrations1 state
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