Tracy Whited
Tracy Whited is a registered investment advisor at Wealthtrak Advisors, based in Virginia Beach, VA, with 33 years of industry experience. Tracy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 280 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.75% |
Fees are negotiable. Certain legacy clients may be billed under a previous or different fee schedule.
Fee Estimator
Location
272 Bendix Road, Suite 130, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tracy is involved in insurance activities since 2009. She also works as a DBA Partner/IAR at Wealthtrak Capital Management (about a quarter of her time) and as a Senior Partner at Wealthtrak Advisors, LLC (full-time).
Employment History
Current Registrations
Wealthtrak Advisors
Previous Registrations
First Allied Advisory Services, INC.
Ffp Advisory Services INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.