Triton Financial Group provides customized investment management and comprehensive financial planning services for individuals, high-net-worth clients, and businesses. Triton Financial Group builds personalized portfolios primarily using individual stocks, bonds, mutual funds, and exchange-traded funds. The firm takes a long-term approach to investing while tailoring strategies to each client's specific goals, risk tolerance, and financial situation. In addition to portfolio management, Triton Financial Group offers financial planning and consulting covering retirement planning, education savings, insurance needs, and overall financial organization. The firm operates as a registered investment advisor, meaning it is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.25% to 1.50% based on complexity, asset level, and overall relationship. Fees may be negotiable at the firm's discretion.