Triumph Capital Management fees and pricing
Financial planner in Denver, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Triumph Capital Management charges an annual fee of $35-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $35-$50,000/yr
“Accounts with balances under $50,000 are subject to an additional $35 annual fee (waived for balances of $50,000 or more).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Triumph Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee for portfolio management services is billed quarterly or monthly, either in arrears or in advance.”
- “At TCM’s discretion, advisory fees may also be paid by check.”
- “Upon termination, the management fee will be prorated through the effective date of termination for the quarter or month in which notice was given, and any unearned fees will be refunded or additional fees billed.”
How Triumph Capital Management’s fees compare
- Its annual fee of $35-$50,000 spans the Colorado median of $7,750. 89% of the 57 other Colorado planners that publish an annual fee charge less.
- 14 of the 17 other planners in Denver that publish an annual fee charge less.
About Triumph Capital Management
- Firm size: 18 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.9% a year
- Minimum
- $180 minimum fee (stated in brochure)
- Clients
- 2,193
- Employees
- 18
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $645,574,582
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282814
- Phone
- (720) 399-5555
Can advise clients in 30 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Michigan, Missouri, North Carolina, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, Wisconsin, Wyoming
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.