Triad Wealth Partners offers a turnkey asset management platform (TAMP) to independent registered investment advisors (RIAs). This includes investment management, access to third-party investment options, custom model portfolios, operational support, billing platforms, and reporting. Triad Wealth also provides non-discretionary investment advisory services to RIAs, offering investment recommendations. Additionally, Triad Wealth offers stand-alone financial planning and consulting services to clients.
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.