Trident Advisory Partners (TAP) offers investment advisory consulting services to other registered investment advisors, focusing on private and alternative investments. TAP provides investment sourcing, due diligence, portfolio construction, and operational support. TAP also manages assets directly for advisors and their clients within the Schwab custodial ecosystem. TAP generally limits its investment advice to mutual funds, real estate funds, ETFs, venture capital funds, and private placements.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
TAP offers three tiers of service: Administrative Support Only (0.15%), Investment Advisory Only (0.25%), and Bundled Administrative Support and Advisory (0.40%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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