Tranquilli Financial Advisor provides financial planning, consulting, and investment management services. They manage client investment portfolios by allocating assets among independent investment managers. They tailor their services to meet individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Clients can impose reasonable restrictions on their accounts.
Assets Under Management$200M
Clients225
Advisors2
Avg. per Client$890K
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.00% |
| $1.3M - $3.0M | 0.95% |
| $3M+ | 0.90% |
For certain client holdings (held-away assets, accommodation accounts, alternative investments, etc.), Tranquilli Financial Advisor may negotiate a different fee rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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