Trident Capital Advisors is a registered investment advisor based in Reno, Nevada, founded by Scott Albright in 2019. The firm provides discretionary and non-discretionary investment management and financial planning consulting to individual clients. Investment services involve reviewing client goals and recommending personalized asset allocation strategies across cash, stocks, mutual funds, bonds, and annuities. Clients are able to place restrictions on specific securities or sectors. Financial planning consulting covers areas such as risk management, investment planning, estate planning, and financial organization. The firm emphasizes tailored investment strategies while considering individual time horizons and risk tolerance levels.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees are charged monthly in arrears based on the average daily balance of assets during the previous month. Trident Capital Advisors has sole discretion to negotiate lower fees or waive them.