Investment Management
At Trammell Wealth, investment management is more than just portfolio performance—it's about aligning your money with your life goals. Led by a Certified Financial Planner™, our approach is grounded in fiduciary care, objective guidance, and a deep understanding of how investing fits into your overall financial plan.
We don’t believe in one-size-fits-all portfolios or confusing jargon. Instead, we focus on creating personalized investment strategies designed to grow and protect your wealth, whether you're saving for retirement, funding education, or preparing for a major life change.
What You Can Expect:
Tailored Investment Strategies: Your portfolio is built around your goals, time horizon, and risk tolerance, not a model that fits someone else.
Transparent, Fee-Only Advice: No commissions. No product pushing. Just clear, client-first guidance.
Goal-Based Planning Integration: Your investments don’t exist in a vacuum. We tie your investment strategy to a broader financial plan, including cash flow, taxes, and estate planning.
Ongoing Support: We don’t “set it and forget it.” You’ll receive regular updates, reviews, and proactive adjustments as your needs evolve.
And remember: we have no AUM minimums. Whether you're starting with $10,000 or $1,000,000, you deserve quality investment advice from a qualified fiduciary.
Let’s build a portfolio—and a future—you can feel confident about.
So, how much does it cost?
Annual fees are automatically deducted from your invested portfolio, offering a simple and transparent payment method. Our fee structure is tiered, based on your total assets under management.
Portfolio Value Annual Fee
$0 - $499,000 1.50%
$500,000 - $999,000 1.00%
$1,000,000+ .90%
Note:
Existing clients with portfolios in higher tiers receive access to additional services such as tax preparation and comprehensive financial planning. These services are available upon request and require an opt-in.