Traina Investment Advisory (TIA) offers portfolio management and financial planning services. For portfolio management, TIA works with clients to understand their goals and risk tolerance, then constructs a suitable portfolio. TIA focuses on mutual funds, ETFs, individual stocks, and fixed income securities. Financial planning services can be one-time or ongoing, covering investments, tax planning, asset allocation, and retirement planning. TIA does not have discretionary authority and requires client permission before making trades.
Fee Structure
Traina Investment Advisory (TIA) charges an hourly fee for portfolio management services, up to $250 per hour. This fee is collected quarterly in advance, based on the estimated time TIA will spend on your account. The fee is negotiable and may vary from client to client. If you pay too much, the extra will be applied to the next quarter's fee. If you don't pay enough, the difference will be added to the next quarter's fee.