Triton Wealth Management offers investment advisory services to individuals and pension/profit sharing plans. As a fiduciary, Triton is legally required to act in the client's best interest. Their main service, Comprehensive Portfolio Management, includes asset management and financial planning. Triton meets with clients to understand their financial situation, goals, and risk tolerance, then creates a suitable investment approach using various securities. Portfolios are monitored and rebalanced as needed.
Assets Under Management$410M
Clients853
Advisors8
Avg. per Client$470K
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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