Trane Capital provides ongoing portfolio management services based on each client's individual goals, time horizon, and risk tolerance. Services include investment strategy, asset allocation, security selection, and continuous portfolio monitoring. Trane Capital uses fundamental analysis to evaluate companies and their intrinsic value. The firm also offers performance-based fee arrangements for qualified clients.
Assets Under Management$5.2M
Clients10
Advisors1
Avg. per Client$520K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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