Trident Advisors introduces clients to investment advisory programs managed by other firms like RBC Correspondent Services, Good Harbor Financial, North Coast Asset Management, and Tactical Allocation Group. Trident Advisors receives a portion of the 'wrap fee' that clients pay to these third-party advisors. Trident Advisors does not directly manage investments for individual clients.
Fee Structure
Trident Advisors does not directly charge investment advisory fees. Instead, it receives a portion of the 'wrap fees' that clients pay to third-party advisors like RBC Correspondent Services, Good Harbor Financial, North Coast Asset Management, or Tactical Allocation Group. The maximum wrap fee charged by these advisors is 3%, but rates may be negotiable. Clients should review the wrap fee brochure of each third-party advisor for full details.