TransGlobal Advisory offers portfolio management tailored to individual client goals, financial planning covering various aspects like retirement and college, and family office services for high-net-worth individuals. They also offer cash management services. TransGlobal Advisory generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, private placements, options, ETFs, digital assets, and non-U.S. securities.
Assets Under Management$47M
Clients144
Advisors28
Avg. per Client$330K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are generally negotiable. For accounts strictly invested in fixed income securities, TransGlobal Advisory generally charges an annual fee of 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
28 Advisors at this firm
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