Transatlantique Private Wealth (TPW) offers investment advisory services, both with and without the authority to make trades without asking first, primarily to high-net-worth individuals who invest internationally. TPW assists clients with cross-border issues between the U.S. and France, targeting French expatriates in the U.S. and U.S. individuals owning assets in euros. TPW creates asset allocation plans and helps clients distribute investments across various asset classes, leveraging the expertise of affiliated companies in France and Europe. TPW may also recommend independent investment managers to manage client portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees on assets over $10 million are negotiable. Different rates apply for assets managed under TPW’s Transatlantique Allocation Yield strategy and for the Municipal Bond asset class.