W Wrenn is a CFA, CFP-designated registered investment advisor at Trident Advisory Partners, LLC, based in Charlotte, NC, with 11 years of industry experience. W operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
TAP offers three tiers of service: Administrative Support Only (0.15%), Investment Advisory Only (0.25%), and Bundled Administrative Support and Advisory (0.40%).
Fee Estimator
Location
615 S College St Floor 9, Charlotte, NC, 28202
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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 Advisory Partners, LLC
Previous Registrations
Providence Capital Advisors, LLC
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.