Firm
Triad Investment Management
Newport Beach, California
Fee-only
Facts
| Based in | Newport Beach, California |
|---|---|
| Website | triadim.com |
| [email protected] | |
| Phone | (949) 679-3991 |
Triad Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"First $2,500,000 1.50% Fee" source
"Assets Under Management First $2,500,000 1.50% Fee" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $120 million |
| Individual clients | 15 |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 146786 |