Triton Investments, LLC offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Triton Investments creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Triton Investments primarily recommends passively managed index funds, but may also use fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$17M
Clients79
Advisors3
Avg. per Client$220K
Avg. per Advisor$5.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $1000K | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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