Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Triumph Wealth Advisors allows its Investment Advisor Representatives (IAR) to set fees within a range up to a maximum of 2.5% annually. The TWA fee can range from 0.10% to 0.95% annually, and the IAR fee can be a maximum of 1.55%. Fees are paid monthly or quarterly in arrears, based on the gross value of managed assets. Plan design fees range from $450 to $7,500, negotiated at the initial consultation. Hourly consultation fees are negotiable, up to $200 per hour.
Areas of Practice
Advisor Information
Office location
League City, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glenn is an agent for Legal Shield, offering prepaid legal services and identity theft protection, dedicating minimal time to this. He also owns Pathway Financial Services, selling various types of insurance, spending about 10-20% of his time on this, and is an IAR for Triumph Wealth Advisors, dedicating nearly full-time hours to advisory services.