Triumph Private Wealth provides investment management and financial planning services tailored to individuals, businesses, and trusts. They focus on publicly traded products and offer a wrap fee program, where one fee covers management services without additional trading commissions. Financial planning includes analyzing assets, liabilities, and cash flow. Managed portfolios are serviced on a discretionary basis.
Assets Under Management$18M
Clients85
Advisors1
Avg. per Client$220K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,375
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
Fees are negotiable at Triumph Private Wealth's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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