Traphagen Investment Advisors has been providing investment supervisory services since 1997. They offer advice on equity securities, debt securities, and other investments. They also provide financial planning services covering asset allocation, tax planning, estate planning, budgeting, and insurance planning. Traphagen Investment Advisors may provide access to an online platform hosted by eMoney Advisor.
Assets Under Management$2.3B
Clients2,038
Advisors15
Avg. per Client$1.1M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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