Trident Advisors provides investment advice on stocks, bonds, mutual funds, and annuities. Trident meets with clients individually to tailor investment portfolios to their needs. As of December 31, 2025, Trident manages approximately $110,092,941 in client assets on a discretionary basis and $6,849,947 in client assets on a non-discretionary basis. Client accounts are held at Wells Fargo Clearing Services.
Assets Under Management$120M
Clients225
Advisors1
Avg. per Client$520K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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