Traynor Capital Management offers personalized investment advice and portfolio management services. They work with individuals, high-net-worth individuals, and corporate retirement plans. Services include portfolio management, financial planning, and business funding consulting. Investment strategies are tailored to each client's needs and goals, covering multiple asset classes and investment styles. They also assist clients with establishing accounts to facilitate transferring retirement account assets into corporate accounts for business funding purposes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
All fees are negotiable based upon a number of factors including, but not limited to, the client's objective, family or other related accounts, amount of assets under management, and the investment strategy(ies) employed.