Triangulum Wealth Management provides investment advice and manages investment portfolios for individuals, couples, corporations, partnerships, associations, and trusts. They primarily invest in common stocks and ETFs, but may also use other securities. Triangulum also offers financial planning and investment advisory services where clients manage their own assets after receiving advice. Fees are based on a percentage of assets, hourly rates, or fixed project fees.
Assets Under Management$610K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$610K
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | Included |
| $300K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.90% |
Minimum flat fee of $3,000 on assets under $300,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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