Tran Capital Management (TCM) offers investment management services for individuals' taxable and retirement accounts, as well as for corporate and union pension plans, charitable foundations, and academic endowments. TCM focuses on domestic equity investments and uses common stock, preferred stock, options, corporate bonds, municipal bonds, and U.S. government bonds. TCM offers several investment strategies including Multi-Cap Growth, Multi-Cap Balanced, Partners Strategy, and Sustainable Growth.
Assets Under Management$890M
Clients348
AdvisorsN/A
Avg. per Client$2.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees may be negotiable where special circumstances exist. Certain accounts of persons affiliated with TCM may be managed without fees or at a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.