Triton Wealth
Assets Under Management
$230.7M
Number of Clients
421
Number of Advisors
N/A
Average Client AUM
$548K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Triton Wealth offers asset management, comprehensive portfolio management, and financial planning & consulting services. They tailor investment strategies to client needs, continuously monitor portfolios, and provide financial plans or consultations based on client goals and risk tolerance. They also offer retirement plan consulting to employer plan sponsors.
Fee Structure
Triton Wealth charges fees for asset management and comprehensive portfolio management, not exceeding 1.50% annually, billed monthly in advance. Financial planning and consulting are billed hourly (up to $400/hour) or as a flat fee (up to $12,000). Retirement plan consulting is billed hourly (up to $500/hour), flat fee (up to $10,000), or as a percentage of plan assets (up to 0.50%). Clients also incur transaction fees charged by their custodian.
Areas of Practice
Location
312 Minnesota Ave N Suite 2004, Aitkin, MN, 56431