Triumph Capital Management (TCM) offers investment management services tailored to clients' financial goals. TCM helps clients build, manage, and preserve their wealth through strategic guidance. TCM also offers financial planning and consulting services on a limited-scope basis. TCM may utilize Third-Party Asset Managers (TPAMs) and offers the Triumph Turnkey Asset Management Program (TTAMP) as investment options.
Fee Structure
Triumph Capital Management (TCM) offers investment management services for a fee, which covers advisory and consulting services, trade execution, investment supervision, and account maintenance. The maximum annual investment advisory fee is 3.00%, but the specific fee is outlined in the investment advisory agreement and may vary based on factors like account size and complexity. TCM also charges a minimum fee of $180 annually for accounts held at Charles Schwab, though this fee may be waived or reduced. TCM also offers the Managed by TCM program at Security Benefit, with advisory fees ranging from 1.0% to 1.5%, depending on the Security Benefit option selected.