Lanzi Butler is a registered investment advisor at Trane Capital, LLC, based in Austin, TX, with 12 years of industry experience. Lanzi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $4.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees are negotiable in certain cases. Clients may also pay a performance-based fee based on the Hurdle Rate Method, where Trane Capital gets compensated if the portfolio's performance exceeds a negotiated hurdle rate, currently 5%. The performance fee is 25% of the returns in excess of the hurdle rate.
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Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Trane Capital, LLC
Previous Registrations
Metlife Securities INC.
State Registrations2 states
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