Tranquility Partners provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Services include investment strategy, asset allocation, and regular portfolio monitoring. Tranquility Partners also offers family office services, including financial planning, cash flow analysis, and coordination with outside advisors. They may recommend clients use third-party investment advisors.
Assets Under Management$900M
Clients248
Advisors7
Avg. per Client$3.6M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.65% |
| $30M+ | 0.50% |
Fee schedule is representative and may vary. Tranquility Partners also offers wealth management plus family office services at a higher rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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