Charles Coleman is a registered investment advisor at Triton Investments, LLC, based in Bismarck, ND, with 8 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79 clients with $17M 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 $100K | 0.70% |
| $100K - $1000K | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
201 Slate Drive, Suite 5, Bismarck, ND, 58503
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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
Triton Investments, LLC
Previous Registrations
Regal Investment Advisors LLC
State Registrations2 states
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