TritonPoint Partners, operating also as Advocate Wealth, provides investment advisory services to individuals, high-net-worth clients, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, and retirement plan consulting. TritonPoint Partners builds portfolios using public equities, fixed income, private market alternatives, and third-party independent managers, while taking into account each client's specific risk tolerance, time horizon, and financial goals. The firm emphasizes long-term asset allocation based on modern portfolio theory and may utilize third-party platforms for held-away accounts such as retirement plans. TritonPoint Partners is legally required to act in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable depending on individual client circumstances and account type.