Triton Financial Group (TFG) offers investment advisory services, including wealth management and financial planning, to individuals, high net worth individuals, corporations, and retirement plans. TFG creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using stocks, bonds, mutual funds, and ETFs. TFG also provides financial planning services covering investment planning, retirement planning, education savings, and insurance needs. TFG acts as a fiduciary, committed to acting in the client's best interest and mitigating conflicts of interest.
Fee Structure
Triton Financial Group's investment management fees range from 0.25% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Clients with household values of $100,000 and below may be subject to an annual administrative fee of up to $100. Fees may be negotiable.