TritonPoint Partners offers investment advice and wealth management services, including financial planning and investment management. They work with clients to understand their financial situation and goals, then create investment strategies using individual securities, alternative investments, and independent investment managers. TritonPoint Partners also offers financial planning services covering areas like business planning, retirement, and tax planning. They may recommend insurance products, creating a conflict of interest.
Assets Under Management$110M
Clients44
Advisors6
Avg. per Client$2.5M
Avg. per Advisor$18M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for portfolio management services will not exceed 1.50%. The advisory fee is negotiable, depending on individual Client circumstances and account type.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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