InTrack Investment Management helps clients achieve their financial goals by managing their investments. InTrack integrates their understanding of a client’s individual circumstances and values with their expertise in finance and portfolio construction. They manage complex trust situations, provide solutions to concentrated investment positions, and oversee clients’ retirement funds. InTrack also offers financial planning services integrated with its investment management offering, and consulting services.
Assets Under Management$290M
Clients189
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M+ | 0.50% |
A 5% reduction in fees is granted to non-profit organizations. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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