Triad Wealth Partners, LLC
Assets Under Management
$425.0M
Number of Clients
1,380
Number of Advisors
28
Average Client AUM
$308K
AUM per Advisor
$15.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Triad Wealth Partners offers ongoing investment advisory and personal financial planning to individuals, trusts, estates, charitable organizations, corporations, and business entities. IARs employ various investment strategies and may utilize model portfolios or create customized programs. The firm also provides access to third-party managers.
Fee Structure
The advisory fee is negotiable and varies based on services provided, typically taking the form of a percentage of assets under management, ranging up to 2.00% per annum. Clients receiving financial planning and consulting services may be subject to an additional negotiable hourly or flat fee. Fees are billed quarterly in advance. The firm may 'household' certain client accounts for fee calculation purposes.
Areas of Practice
Location
730 New Hampshire St., Unit 222, Lawrence, KS, 66044