FAQ
WHAT IS A FIDUCIARY?
Trident Capital Advisors is a Registered Investment Advisor and is subject to a fiduciary standard. A fiduciary is an individual or professional required to act in your interest while managing your assets or money. In other words, rather than making recommendations in their own self-interest (i.e by pushing products that earn higher commissions, etc., a fiduciary financial advisor is obligated to make recommendations that benefit you and disclose all fees and compensation.
ARE YOU A FEE-BASED FIRM?
Yes, we are a fee based firm, meaning we charge fees based on a percentage of the assets we manage for our clients. We do better when you do better. We do not charge commissions or pass on transactions costs to clients. However, in some cases the sale of insurance products involve commissions, in which case they will be fully disclosed at the time of recommendation. For more information on our fee structure please contact us.
WHO IS YOUR CUSTODIAN?
All client funds are held at TD Ameritrade. You will receive statements from TD Ameritrade directly and you will have a access to view your account via a dedicated website and phone app.
DO YOU HAVE ACCOUNT MINIMUMS?
Trident Capital Advisors does not maintain asset minimums. I am more concerned if we are a good fit and helping you reach your goals rather than how much money you have to manage. I prefer maintaining long term relationships with clients and growing together.
HOW DO I KNOW THAT TRIDENT CAPITAL ADVISORS IS THE RIGHT FIT FOR ME?
Typically this would start with a free consultation to determine what you are looking to accomplish with your financial goals and if our firm is a good fit for you.
DO YOU WORK WITH PEOPLE OUTSIDE OF NEVADA?
While most clients of the firm live in Northern Nevada I have the technological capabilities and willingness to work with clients from all over the country.
DO YOU COLLABORATE WITH OTHER FINANCIAL PROFESSIONALS?
Working as a financial team is essential to client success. I prefer to be on the same page with your other trusted advisors and am happy to work with your accountant, banker, attorney, trust officer or any member of your team. If you do not have a financial team we are happy to provide you with referrals to help you create one.
DO YOU SELL INSURANCE PRODUCTS?
I am licensed to sell insurance products in the State of Nevada. I am not tied to a single insurance company and can shop products from a number of carriers to find the most suitable product for you. These products can consist of life insurance, annuities and long term care insurance. Insurance products aren't for everyone but can be an important part of a financial plan and can be utilized to meet a specific goal or need.