A complete list of active advisors currently associated with Trident Wealth Management, LLC
Warmer can help you find a great advisor at Trident Wealth Management, LLC or one who fits your needs even better.
Trident Wealth Management is a fee-only registered investment adviser that provides ongoing portfolio management and investment advice to a range of clients including individuals, trusts, corporations, pension plans, endowments, foundations, charitable organizations and Arizona-licensed fiduciaries. The firm delivers AUM-based advisory services and manages accounts on a discretionary basis, with written investment management agreements governing each relationship. The firm’s investment process is tailored to client objectives, time horizon and risk tolerance and may incorporate asset allocation, dollar-cost averaging, technical analysis and both long- and short-term strategies; institutional-quality sub-managers may be selected where appropriate. Client accounts are monitored with regular communications, a general review roughly twice monthly and more detailed reviews at least quarterly, and clients receive quarterly performance reporting versus benchmark metrics. What distinguishes the firm is a specific practice focus on managing accounts for severely disabled individuals administered by court-appointed Arizona Licensed Fiduciaries, including flexibility to waive standard account minimums or adjust fees for such fiduciary cases. Operationally, the firm discloses that it does not participate in soft-dollar arrangements, generally recommends a single custodian and does not aggregate client trades into block orders, practices that can affect execution and commission outcomes compared with many peers.
To learn more about the advisors currently working at Trident Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 29
|
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