Overview

Headquarters
Malvern, PA
Total Firm Assets
$2.4 billion
Average High-Net-Worth Client Portfolio Size
$2.4 million

Fee Disclosure

Source: TRAYNOR CAPITAL MANAGEMENT ADV PART 2A BROCHURE (2026-09-14) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.25%
$500,001 $1,000,000 1.15%
$1,000,001 $2,500,000 1.00%
$2,500,001 $5,000,000 0.75%
$5,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,000 1.20%
$5 million $45,750 0.92%
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
39.85%
Number of High-Net-Worth Clients
410
Total Client Accounts
1,660
Discretionary Accounts
1,280
Non-Discretionary Accounts
380

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number
138881
  • TRAYNOR CAPITAL MANAGEMENT ADV PART 2A BROCHURE (2026-09-14) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions