Triad Wealth Management

Wealth Management Firm in Randolph County, NC

Firm Info
Address: 935 E Mountain St # B, Kernersville, NC 27284, USA
Phone: (336) 310-4654

Firm Size
Assets Under Management: $44,000
# of Advisors: 2
# of Clients: 1
Client to Advisor Ratio: 1:1
Average Account Size: $44,000
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals (Not High Net Worth)

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Triad Wealth Management, LLC Overview

Triad Wealth Management, LLC is a fee-only registered investment advisory firm that has been operating since 2021. Its headquarters is in Lawrence, KS and it focuses solely on providing investment advice to its clients. The firm prides itself on its commitment to providing unbiased investment advice, geared towards the long-term financial goals of its clients. One of the core services offered by Triad Wealth Management is portfolio management for both individuals and small businesses. The firm's team of experienced advisors works closely with clients to create customized investment portfolios that are tailored to their unique financial goals and risk tolerances. These portfolios are regularly reviewed and adjusted as necessary to ensure that clients are always on track towards achieving their long-term financial goals. In addition to portfolio management, Triad Wealth Management also provides sub-advisor services. This means that the firm partners with other investment advisors to provide additional expertise and resources to their clients when necessary. These partners are carefully vetted to ensure that they share Triad Wealth Management's commitment to putting clients' needs first. Overall, Triad Wealth Management is a trustworthy and reliable choice for those seeking investment advice and portfolio management services.

Triad Wealth Management, LLC is a well-respected financial services firm that caters to a diverse range of clients. Whether it's high net worth individuals, entrepreneurs, or retirees, Triad Wealth Management offers personalized and comprehensive services to meet their unique needs. The firm's clients also include small business owners, nonprofits, and institutional investors. With years of experience and knowledge in the industry, Triad Wealth Management prides itself on delivering exceptional service and customized financial solutions. When it comes to fees, Triad Wealth Management offers a range of fee structures depending on the services provided. For those who avail themselves of investment management services, fees are typically based on a percentage of the assets under management (AUM). This fee structure helps to align the interests of the client and advisor by providing an incentive for the advisor to grow the client's investments. Alternatively, some clients opt for a flat fee arrangement for specific services like financial planning or tax preparation. Still, others may prefer an hourly rate approach based on the complexity of the project or task. Regardless of the fee structure, Triad Wealth Management ensures full transparency and disclosure, so clients know exactly what they're paying for and what to expect.

Typical Clients, Fee Structures & Investment Minimum

According to TRIAD WEALTH MANAGEMENT, LLC's Part 2 Brochure, the firm does not mention any investment minimums.

How This Office Can Help Randolph County, NC Residents

Triad Wealth Management is a financial planning and investment management firm located in Randolph County, NC that assists clients in achieving financial success. They understand that living in Randolph County, NC brings its own set of unique financial challenges. Many individuals in the region face the struggle of balancing their current expenses with their long-term financial goals. The team at Triad Wealth Management works with clients to create personalized financial plans that address their individual needs and help them achieve financial security. This includes solutions for retirement planning, investment management, estate planning, tax planning, and more. Furthermore, many people in Randolph County face financial challenges due to the volatility of the local economy. The region is heavily reliant on the manufacturing industry, which can be vulnerable to market fluctuations. Triad Wealth Management understands the importance of diversifying investments and creating portfolios that can weather changes in the economy. They help clients create strategic investment plans that consider both short-term and long-term goals, as well as market trends. Additionally, they provide ongoing portfolio management services to ensure that investments remain aligned with clients' financial objectives. Through these personalized services, Triad Wealth Management empowers clients to achieve financial success and peace of mind.


Services Offered by Triad Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Triad Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients


This Office Location

Firm location 935 E Mountain St # B, Kernersville, NC 27284, USA
Phone (336) 310-4654
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 730 NEW HAMPSHIRE ST, UNIT 222, LAWRENCE, KS 66044, United States

This firm has no other locations.


Disciplinary History

Triad Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.