Yizeth Almemar is a CFP-designated registered investment advisor at Trailwise Financial Partners, LLC, based in Golden, CO, with 3 years of industry experience. Yizeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 203 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TrailWise Financial Partners offers investment management services for an annual fee based on the value of your portfolio. There are two fee schedules:
- Investment management only: Fees range from 1.00% on the first $500,000 of your portfolio to 0.15% on amounts over $50,000,001.
- Investment management including financial planning: Fees range from 1.25% on the first $250,000 of your portfolio to 0.25% on amounts over $100,000,001.
Fees are charged quarterly, in advance.
Location
1536 Cole Boulevard, Suite 205, Golden, CO, 80401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yizeth is a managing member of Novatrak, LLC, a proprietary web-based software solution for financial planning, assisting with business development and strategy. This activity takes about 10-20% of Yizeth's time each month.
Employment History
Current Registrations
Trailwise Financial Partners, LLC
State Registrations2 states
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