Triad Investment Management offers continuous investment management services on a discretionary basis. Triad primarily recommends equity securities, warrants, fixed income securities, REITs, PTPs, and money market funds. Triad may also offer advice regarding foreign securities and ETFs. Triad does not generally provide comprehensive financial planning services, but may offer financial planning related services as part of their overall advisory services.
Assets Under Management$120M
Clients45
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.30% |
| $5M+ | 1.10% |
Some accounts are under different fee schedules honoring prior agreements. Standard fee schedules may be negotiable based on a number of factors. Triad also waives advisory fees for Triad employee and related accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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