Traynor Capital Management
Assets Under Management
$1.8B
Number of Clients
985
Number of Advisors
7
Avg. Portfolio per Client
$1.9M
Avg. Managed per Advisor
$263.7M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Traynor Capital Management is a registered investment advisor offering personalized investment advice. Services include portfolio management (discretionary and non-discretionary), financial planning, business funding consulting, and retirement plan/corporate consulting. TCM aims to deliver consistent investment results with high-quality service. Investment strategies are tailored to individual client needs and market conditions, covering multiple asset classes and investment styles.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
All fees are negotiable based upon a number of factors including, but not limited to, the client's objective, family or other related accounts, amount of assets under management, and the investment strategy(ies) employed.
Fee Estimator
Areas of Practice
Location
418 E King St, Malvern, PA, 19355