Tara Trautsch
Tara Trautsch is a CFP-designated registered investment advisor at Nwf Advisory Services INC, based in Pacific Grove, CA, with 18 years of industry experience. Tara 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 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
252 Pine Ave. Suite C, Pacific Grove, CA, 93950
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
Tara is the President of C&T Financial Services Group Inc., a Registered Representative with Osaic Wealth, INC, and an Independent Advisor Associate with NWF Advisory Services. She also provides term and long-term care insurance and serves on the board of directors for Monterey Credit Union and Elkhorn Slough Foundation.
Employment History
Current Registrations
Nwf Advisory Services INC
C & T Financial Services Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Whjr Associates
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
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.