Tranquil Asset Management (TAML) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. TAML creates an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. TAML generally invests in mutual funds, fixed income, real estate funds, equities, ETFs, treasury inflation protected bonds, commodities and non-U.S. securities. TAML seeks discretionary authority to make trades without prior client permission.
Assets Under Management$12M
Clients4
Advisors1
Avg. per Client$3M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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