Tranquility Path Investment Advisors provides investment consulting and monitoring services by selecting co-advisors to manage client assets. They help clients with asset allocation, investment strategy recommendations, and investment policy preparation. Tranquility Path also offers supplemental services like risk tolerance assessment, asset allocation modeling, and retirement income planning. They may also prepare written financial plans or analyses.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Legacy clients may have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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