Triangle Wealth Management
Assets Under Management
$1.2B
Number of Clients
534
Number of Advisors
10
Average Client AUM
$2.3M
AUM per Advisor
$120.2M
Compensation
Fee-Only (AUM)
About This Firm
Triangle Wealth Management offers advisory services including defining client objectives, preparing financial and investment plans, selecting appropriate investments, implementing the plan, and monitoring progress. They use a consultative approach and simulation technology to develop plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Fees are billed quarterly in advance, based on assets under management. The minimum account size is generally $100,000, but may be waived. Fees may be negotiable. Clients are responsible for transaction fees paid directly to the custodian. Prepaid, unearned fees will be promptly refunded upon termination.
Areas of Practice
Location
1301 Annapolis Drive, Raleigh, NC, 27608