Tranquility Partners, LLC

Tranquility Partners, LLC is a Registered Investment Adviser established in October 2015, with principal owners James Golladay Baker III and John Kerstan Crawford. The firm offers wealth management services, creating Investment Policy Statements tailored to each client's goals and risk tolerance. Tranquility Partners requests discretionary authority from clients to make investment decisions in accordance with fiduciary duties. The firm's fee schedule for Wealth Management starts at 1.00% for the first $10 million in assets. Tranquility Partners may recommend third-party Sub-advisers for specific investments. The firm's investment strategies include long-term trading, short-term trading, and margin transactions. Clients have a minimum account size of $1,000, which may be waived. Tranquility Partners reviews client accounts quarterly and provides regular reports. The firm does not accept performance-based fees or compensation for the sale of securities. Tranquility Partners uses Fidelity and Schwab as custodians and does not participate in wrap fee programs. The firm does not accept compensation for client referrals and does not have any financial conditions impairing its ability to meet client commitments. Tranquility Partners' brochure provides detailed information on its business practices, investment strategies, fee structure, and potential risks involved in investing with the firm.