Trek Wealth Planning is a registered investment advisor founded in 2019, owned and operated by Jordan Nietzel. Based in Columbia, Missouri, Trek Wealth Planning offers comprehensive, ongoing financial planning, investment management services, and project-based financial consulting. The firm helps individuals and high-net-worth clients navigate various aspects of their financial lives, including retirement planning, tax strategies, estate planning, cash flow and debt management, employee benefits optimization, college savings, and risk management. Trek Wealth Planning builds custom portfolios using exchange-traded funds and mutual funds, and may occasionally recommend third-party investment managers for specialized strategies. The firm operates under a strict legal obligation to act in your best interest and does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are blended, calculated on average daily balances, and paid quarterly in arrears. Fees are negotiable.
