Wayne Kurtz is a CFP-designated registered investment advisor at Green Trail Investments, LLC, based in Wexford, PA, with 14 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 41 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Green Trail Investments offers investment management services for a fee based on the value of your portfolio or a negotiable flat annual fee. The annual fee will not exceed 2.0%. Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance.
Location
Wexford, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wayne is the President/Owner of Tax-Prepare.com, Inc. dba Carr & Associates, a tax and business consulting firm, dedicating nearly full-time hours to this role. He also owns RaceTwitch.com, LLC dba Chief Goals Officer, where he teaches goals and leadership training courses, spending about 10-20% of his time on this venture.
Employment History
Current Registrations
Green Trail Investments, LLC
Previous Registrations
Nathan & Lewis Securities, INC.
State Registrations1 state
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