TriaGen Wealth Management offers investment advice and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. They provide portfolio management services on both discretionary and non-discretionary bases, and may use sub-advisers. They also offer financial planning services, ranging from broad-based to single-subject planning, and financial consulting services on specific financial topics. Investment advice is tailored to individual client needs.
Assets Under Management$540M
Clients351
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$180M
www.facebook.com/triagenwealth ·www.linkedin.com/company/triagen-wealth-management ·www.triagenwealth.com
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual portfolio management fee will not exceed 1.5% and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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