Trammell Wealth LLC is a registered investment advisor founded in May 2025 and principally located in Florida. Led by principal owner and Certified Financial Planner Andrew Trammell, the firm offers comprehensive wealth management encompassing continuous investment management and personalized financial planning. Trammell Wealth builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, incorporating strategies such as Modern Portfolio Theory, asset allocation, and socially responsible investing. For wealth management clients with investable assets above $500,000, Trammell Wealth provides a financial plan and tax preparation services at no additional fee. The firm also offers standalone ongoing and project-based financial planning covering business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Trammell Wealth operates as a fee-only firm and does not sell commission-based products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.90% |
Fees are negotiable. For clients with over $500,000 in investable assets, financial planning and tax preparation are included at no additional fee.
