TransGlobal Advisory offers personalized investment management, comprehensive financial planning, pension consulting, and family office services for individuals, high-net-worth clients, and businesses. TransGlobal Advisory creates tailored investment strategies using stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, options, and private funds. The firm utilizes various analytical methods including cyclical, fundamental, and quantitative analysis to build diversified portfolios. TransGlobal Advisory can manage accounts with discretionary authority to make trades on your behalf or provide non-discretionary services where clients retain trading control. In addition to traditional portfolio management, TransGlobal Advisory provides specialized strategies, cash management solutions, and coordination with outside professionals for tax and estate planning needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $50.0M | 0.90% |
| $50M+ | 0.90% |
Fixed income accounts generally charged 0.25%. Fees are generally negotiable. Minimum account size is $100,000.