Clear Trace works with clients to understand their financial goals and create strategies to achieve them, considering their risk tolerance and resources. They offer services like cash flow management, tax planning, investment management, education fund planning, retirement planning, and estate planning. Clear Trace's fees are based on hourly rates, fixed fees, or a percentage of assets, and they don't accept commissions.
Fee Structure
Clear Trace offers ongoing wealth planning and investment management services, charging either a flat annual retainer fee or a percentage of your investments. The method is agreed upon with the client and can be changed if circumstances change. The minimum flat retainer fee is $10,000 annually, so clients with less than $1,000,000 of investment assets will generally be assessed an asset-based percentage fee. The annual fee varies between 0.15% and 1.25% of the asset value. Discounts are applied as the value of assets increases. There is a minimum Investment Management Fee of $250 per quarter.