Trident Advisors, Inc. is a registered investment advisor that provides discretionary and non-discretionary investment management and asset allocation services. Founded in 1999 and led by Joseph C. Paul, the firm builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, unit investment trusts, money market securities, and annuities. Trident Advisors tailors its strategies to each client's specific risk tolerance, income needs, and time horizon, utilizing a style allocation matrix to achieve diversification. In addition to investment management, the firm's leadership engages in securities brokerage and insurance sales through affiliated entities, which creates potential conflicts of interest that are addressed through disclosures and written policies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Trident Advisors charges an annual fee of up to 2.25% of assets under management. Fees are negotiable and may vary based on market value and services rendered.