How does the advisor help clients – Key Takeaways:
TRIUMPH WEALTH MANAGEMENT LLC provides comprehensive financial planning and investment management services to individuals, families, and businesses. They have a team of experienced advisors who use a personalized approach to help clients achieve their financial goals.
- Offer a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning.
- Adopt a holistic approach and consider all aspects of a client’s financial situation when creating a customized plan.
- Emphasize long-term relationships with their clients, providing ongoing support and guidance.
Facts and Insights
Founded in 2003, TRIUMPH WEALTH MANAGEMENT LLC is an independent registered investment advisor headquartered in New York City. They currently manage over $500 million in assets under management (AUM) for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2003 | $500 million | 10 |
Financial Services Offered
TRIUMPH WEALTH MANAGEMENT LLC offers a variety of financial services to meet the diverse needs of their clients. Their services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Business solutions
Client Types
The advisors at TRIUMPH WEALTH MANAGEMENT LLC work with a wide range of clients, including:
- Individuals
- Families
- Business owners
- Retirees
- High-net-worth individuals
No matter their client’s financial situation, TRIUMPH WEALTH MANAGEMENT LLC is dedicated to helping them achieve their financial goals.
Fees & Compensation
The fee structure at TRIUMPH WEALTH MANAGEMENT LLC is based on a percentage of assets under management, with fees varying depending on the size and complexity of the client’s portfolio. They do not charge any commissions, ensuring that their advisors act in the best interest of their clients.
Background
TRIUMPH WEALTH MANAGEMENT LLC was founded in 2003 by a team of experienced financial advisors who wanted to provide top-notch, independent financial guidance to their clients. They have since expanded to a team of 10 advisors who are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, TRIUMPH WEALTH MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. They have no disclosures listed on their Securities and Exchange Commission (SEC) form ADV, indicating a clean record with no past legal or disciplinary actions taken against them.