Advisor at Trident Advisory Partners, LLC
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Firm
Trident Advisory Partners, LLC
Location
Charlotte, NC 28202
Credentials
CFP®, CFA®, Series 63
Industry experience
12 years
W Wrenn is a CFP® and CFA®-designated financial advisor with 12 years of industry experience. He is currently with Trident Advisory Partners, LLC and has previously worked at Providence Capital Advisors, LLC, Northwestern Mutual, and other firms. Trident Advisory Partners provides investment advisory consulting primarily to other registered investment advisers and serves high-net-worth clients and fund investors. The firm focuses on investment sourcing, due diligence, portfolio construction, and operational support, using a combination of cyclical, fundamental, and quantitative analysis to guide long-term portfolio management.
Based on Trident Advisory Partners, LLC
Based on Trident Advisory Partners, LLC
$0+: Administrative Support Only: 0.15% $0+: Investment Advisory Only: 0.25% $0+: Bundled Administrative Support and Advisory: 0.40%
$250 - $500 per hour
Fee-only: Fixed consulting fees generally between $25,000 and $50,000 per year, negotiated based on scope; hourly fees range from $250 to $500 per hour
600 S Tryon Street, Floor 18
Charlotte, NC 28202
North Carolina
Trident Strategic Partners, LLC
2023 - Present (3 years)
Providence Capital Advisors, LLC
2021 - 2023 (2 years)
Providence Capital Advisors, LLC
2016 - 2021 (5 years)
Matthew Erbacher
2014 - 2016 (2 years)
Northwestern Mutual Wealth Management Company
2014 - 2016 (2 years)
Stephen Ratcliffe
2013 - 2016 (3 years)
Northwestern Mutual Investment Management
2012 - 2016 (4 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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