On Track Financial, LLC is an independently owned registered investment advisor. It provides financial planning, estate planning, insurance consulting, and investment advisory services. Client investments are tailored to the individual, with a review of current holdings, tax implications, and risk tolerance. Changes are implemented only after client approval. On Track Financial manages client brokerage accounts with discretion.
Assets Under Management$78M
Clients145
Advisors1
Avg. per Client$540K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...