Anton Janik, is a registered investment advisor at Trident Wealth Management, LLC, based in Scottsdale, AZ, with 28 years of industry experience. Anton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 18 clients with $5.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable. Trident may reduce its fee to 0.75% for cases involving severely disabled individuals administered by Licensed Fiduciaries.
Fee Estimator
Location
9777 N. 91st Street, Suite C-103, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Trident Wealth Management, LLC
Previous Registrations
Foothills Asset Management LTD
State Registrations1 state
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