TRAC Asset Management offers investment advice to help clients meet their financial goals. They provide advice on both a discretionary and non-discretionary basis, with clients making the final decision on investment selection when being advised on a non-discretionary basis. TRAC does not act as a custodian of client assets, so clients always maintain asset control. TRAC may provide referrals to other professionals for products and services they don't offer.
Assets Under Management$57M
Clients82
Advisors1
Avg. per Client$700K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.05% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $4.0M | 1.55% |
| $4.0M - $5.0M | 1.30% |
| $5M+ | 1.05% |
All fees are negotiable between the Advisor and each client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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