Tranquility Partners, LLC
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Overview
Tranquility Partners, LLC is a financial advisory firm based in Brentwood, Tennessee. It manages $482.7 million in assets under management across 670 accounts, making it one of the bigger investment advisory firms in the country by assets under management (AUM). Tranquility Partners, LLC has a small team, including 7 financial advisors. Tranquility Partners, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, stocks and options.
Tranquility Partners, LLC manages more than half of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices without needing to seek the client's permission. The firm also has 45 non-discretionary accounts totaling $35.7 million in assets. The advisory firm's typical account size is $720,517. The typical advisor at Tranquility Partners, LLC oversees about 96 client accounts.
The firm's main office is at 5214 Maryland Way, Brentwood, Tennessee 37027. The company is registered to serve clients throughout 3 states, including Louisiana, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tranquility Partners, LLC by the Numbers
$482.7 million
7
670
$720.5 thousand
Products and Services
Services offered by Tranquility Partners, LLC include financial planning services and portfolio management for individuals and small businesses. In the past financial year, the company provided financial planning services to 101-250 of its clients. The company does not sell products or offer services aside from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually are based on which services the firm provides the client. However, fees billed by the company typically consist of the following fee type: asset-based. Tranquility Partners, LLC does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Tranquility Partners, LLC works with retail investors and high net worth investors. Out of its 670 accounts, Tranquility Partners, LLC's biggest client group by number of accounts is retail investors, but it also serves 80 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 45.2%
- Other Individuals - 54.8%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Tranquility Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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