Trainor Consulting manages investment portfolios for individual clients, providing guidance and recommendations on how to balance accounts to match a client's model portfolio. Trainor Consulting does not have the authority to execute trades without client permission. The firm primarily invests in individual company stocks, mutual funds, and exchange-traded funds. Trainor Consulting also offers tax preparation services for individuals, partnerships, and small businesses.
Assets Under Management$54K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$54K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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