The Tranel Group offers investment advisory services including asset management, comprehensive portfolio management (asset management and financial planning), and standalone financial planning and consulting. For asset management, portfolios are tailored to client needs and continuously monitored. Financial planning covers investment, retirement, estate, tax, education, and business planning. The firm may recommend third-party money managers and monitors their performance. The Tranel Group acts as a fiduciary, prioritizing client interests.
Fee Structure
The Tranel Group offers asset management and comprehensive portfolio management services. The maximum annual fee charged for either service is 2.00% of your portfolio's value. This fee is negotiable and is billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter.