Traverse Private Wealth offers investment advice and manages portfolios for individuals, high net worth individuals, trusts, and estates. Traverse Private Wealth aims to achieve consistent capital appreciation by trading exchange traded equity securities and bonds. Services are tailored to each client's investment objectives, and Traverse Private Wealth generally has the authority to make investment decisions without consulting clients.
Assets Under Management$29M
Clients18
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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