WealthTrak Advisors provides personalized investment advice and financial planning services. They offer portfolio management through their Managed Portfolio Program and Managed Variable Insurance Program. Financial planning services range from comprehensive plans to single-subject consultations. WealthTrak also offers advisory consulting services on specific financial topics.
Assets Under Management$200M
Clients280
Advisors5
Avg. per Client$700K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.75% |
Fees are negotiable. Certain legacy clients may be billed under a previous or different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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