Trane Capital LLC offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. These services include investment strategy, asset allocation, security selection, and regular portfolio monitoring. Trane Capital evaluates clients' current investments and may allow reasonable restrictions on accounts.
Assets Under Management$4.3M
Clients9
Advisors1
Avg. per Client$470K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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