Trident Advisors INC
Assets Under Management
$100.1M
Number of Clients
131
Number of Advisors
1
Average Client AUM
$764K
AUM per Advisor
$100.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trident Advisors offers discretionary and non-discretionary asset allocation and investment advisory services, tailoring portfolios to individual client needs. They invest in a range of equity and debt securities, including stocks, bonds, mutual funds, and annuities. As of December 31, 2024, Trident manages approximately $94,188,332 in client assets on a discretionary basis and $5,959,820 in client assets on a non -discretionary basis.
Fee Structure
Trident generally charges an annual investment management fee based on a percentage of assets under management, up to 2.25%. Fees are negotiable. In limited circumstances, a flat fee may be negotiated. The fees do not include custodian fees or mutual fund expenses. Mr. Paul may receive dealer concessions from an underwriter of new-issue securities purchased by Trident’s clients. Mr. Paul is also licensed as an independent insurance agent and will earn commission-based compensation for selling insurance products.
Areas of Practice
Location
76 East State St., Doylestown, PA, 18901