TritonPoint Wealth offers financial planning, consulting, and investment management services. TPW manages investments in individual stocks and bonds, private placements, and through independent investment managers. TPW also provides consulting services to retirement plans. TPW uses Dynasty Financial Partners for operational and back-office support.
Assets Under Management$1.5B
Clients409
Advisors10
Avg. per Client$3.8M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
TritonPoint Wealth offers wealth management services for an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.50% depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance. TPW also uses Dynasty's platform, which has its own fees.
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