Tracey John is a registered investment advisor at Trg Investment Advisors, LLC, based in Brattleboro, VT, with 2 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 354 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TRG Investment Advisors offers asset management services to friends and family, but does not assess advisory fees for this service. TRG also manages 529 accounts, with a maximum annual fee of 0.6% of the account value, billed quarterly in advance.
Location
48 Harris Place, Brattleboro, VT, 05301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracey serves as a director for Brattleboro Savings and Loan, dedicating a few hours per week. She is also a trustee for Brattleboro Development Credit Corp and a volunteer board member for Project Feed The Thousands, dedicating minimal time to each. Finally, Tracey is a planning committee member for the Harris Hill Ski Jump Committee, dedicating minimal time.
Employment History
Current Registrations
Trg Investment Advisors, LLC
State Registrations1 state
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