TRAC Wealth Management offers investment advice tailored to individual needs, including portfolio management. They work with clients to understand their financial objectives, risk tolerance, and time horizon. TRAC Wealth Management also provides retirement plan consulting services to plan sponsors. They primarily advise on corporate debt, equity securities, mutual funds, and exchange-traded funds.
Assets Under Management$14M
Clients126
Advisors1
Avg. per Client$110K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
TRAC Wealth Management charges a percentage of the assets they manage for portfolio management services. The annual fee ranges from 0.25% to 1.00% of your portfolio. The firm may negotiate the fee with the client under certain circumstances.
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