Triumph Wealth Advisors, INC.
Assets Under Management
$30.3M
Number of Clients
252
Number of Advisors
4
Average Client AUM
$120K
AUM per Advisor
$7.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Triumph Wealth Advisors offers asset management services on a non-discretionary basis, financial planning services tailored to client needs, and hourly consultations. They may utilize third-party managers. Clients retain the right to select their broker/dealer and custodian.
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
Location
2230 Towne Lake Pkwy, Bldg 800-Ste 130, Woodstock, GA, 30189