Lanzi Butler is a registered investment advisor at Trane Capital, LLC, based in Austin, TX, with 13 years of industry experience. Lanzi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $5.2M 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% |
Standard advisory fee is 1.20% per year, paid quarterly in advance. Fees are negotiable in certain cases. Qualified clients may also pay an annual performance-based fee of 25% on returns exceeding a 5% 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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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