Triumph Wealth Advisors offers asset management services, financial planning, and hourly consultations. For asset management, TWA gathers client information to recommend securities and monitor investments, tailoring portfolios to client needs. TWA uses third-party managers and assists clients in selecting one based on their needs. TWA also offers plan design services covering risk management, investment management, education, retirement, tax, and estate planning. Clients can also receive hourly consultations on various financial topics.
Fee Structure
Triumph Wealth Advisors' investment advisor representatives set their own fees within a range, up to a maximum of 2.5% annually. This fee includes a portion for TWA and a portion for the representative, both of which are negotiable. Fees are paid monthly or quarterly, based on the value of the managed assets. Clients may also incur additional charges from the broker/dealer.