Triathlon Partners LLC offers portfolio management services based on individual client goals and risk tolerance. They create investment policy statements and require authority to make trades without client permission. Triathlon Partners also offers financial planning covering investments, insurance, taxes, retirement, education, and debt. Additionally, they provide business consulting services to professional firms, focusing on industry standards and portfolio reviews.
Assets Under Management$60M
Clients30
Advisors1
Avg. per Client$2M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...