Traphagen Investment Advisors is a registered investment advisor providing comprehensive portfolio management and financial planning services. The firm designs personalized investment strategies using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. In addition to managing individual wealth, Traphagen Investment Advisors assists retirement plan sponsors with participant education, investment monitoring, and model management under federal retirement plan rules. The firm operates in conjunction with an affiliated accounting practice, allowing for integrated tax and financial planning. Traphagen Investment Advisors tailors its services to the specific goals and risk tolerances of individuals, high-net-worth families, businesses, and institutional clients.
Fee Structure
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.