John R. Tringle, Jr. offers investment advisory services, managing portfolios based on clients' objectives. He uses a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and cash positions. He may also publish newsletters and hold educational seminars. Services are tailored to individual client needs and restrictions.
Assets Under Management$13M
Clients71
Advisors1
Avg. per Client$180K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees may be negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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