On the Trail Financial Planning offers financial planning covering retirement, risk management, college savings, and estate planning. They also manage investment portfolios based on individual client needs and goals. On the Trail acts as a fiduciary, legally required to act in your best interest. Client assets are held at Charles Schwab or Altruist.
Assets Under Management$63M
Clients65
Advisors1
Avg. per Client$960K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...