Trammell Wealth is a fee-only registered investment advisor providing wealth management and financial planning services. Wealth management includes investment management and financial planning. Financial planning services are offered on an ongoing or project basis and can cover areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning. For clients with over $500,000 in investable assets, Trammell Wealth also provides a financial plan at no additional fee.
Assets Under Management$480K
Clients9
Advisors1
Avg. per Client$53K
Avg. per Advisor$480K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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