Assets Under Management
$1.2B
Number of Clients
534
Number of Advisors
10
Average Client AUM
$2.3M
AUM per Advisor
$120.2M
Compensation
Fee-Only (AUM)
Triangle Wealth Management offers advisory services including defining client objectives, preparing financial and investment plans, selecting investments, implementing plans, and monitoring progress. They use a consultative approach and simulation technology. Services include portfolio analysis, education, retirement, risk management, and estate preservation.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiated.
1301 Annapolis Drive, Raleigh, NC, 27608