Triumph Investment Advisory Group provides investment advice and manages money for individuals, high net worth individuals, trusts, and charitable entities. Triumph offers services including investment strategy, portfolio management, financial planning, budgeting, retirement planning, consulting, risk management, college funding, and educational seminars. Triumph is a fee-only advisor, meaning it does not receive commissions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
1.2% annual fee for equity assets, 0.5% annual fee for fixed income/cash assets. Fees may be negotiable. There is also a quarterly fixed fee of $80.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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