Triangle Wealth Management offers financial planning and investment management services. They work with clients to define their objectives, create a financial plan, select investments, implement the plan, and monitor progress. Their services include portfolio analysis, education planning, retirement planning, risk management, and estate preservation. They primarily serve individuals, high net worth individuals, and corporate retirement plans.
Assets Under Management$1.3B
Clients525
Advisors9
Avg. per Client$2.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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