Triad Wealth Partners provides investment management and financial planning services to individuals, trusts, estates, and corporate entities, primarily through independent Investment Adviser Representatives. The firm also operates a Turnkey Asset Management Program to support other registered investment advisors with investment strategies, operational support, and trade execution. Triad Wealth Partners utilizes model portfolios, customized portfolio management, and third-party managers to build diversified asset mixes using mutual funds, exchange-traded funds, and individual stocks and bonds. Financial planning services cover budgeting, retirement planning, tax strategies, estate planning, and risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees vary based on services provided and range up to 2.00% per year. Fees are negotiable.