Trident Capital Advisors (TCA) offers investment advice tailored to clients' needs, including asset allocation strategies using cash, stocks, mutual funds, bonds, and annuities. TCA also provides financial planning consulting services such as risk assessment, investment planning, and estate planning. TCA offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$45M
Clients43
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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 negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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