Trident Wealth Management (TWM) offers investment advice and manages portfolios for individuals, trusts, corporations, pension plans, and charitable organizations. TWM selects institutional-quality portfolio managers to manage client assets based on their investment objectives and risk tolerance. Portfolios are reviewed regularly, with adjustments made as needed to reflect changes in the client's circumstances.
Assets Under Management$5.6M
Clients18
Advisors1
Avg. per Client$310K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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