OnTrack Wealth Management provides continuous investment management and ongoing comprehensive financial planning for individuals, high-net-worth individuals, and charitable organizations. The firm develops customized investment strategies based on each client's specific goals, risk tolerance, and tax considerations. In addition to portfolio management, OnTrack Wealth Management offers ongoing financial planning covering net worth, cash flow, insurance, retirement, college savings, and estate planning. The firm also provides personal tax return preparation as part of its services. OnTrack Wealth Management operates from Canton, Michigan, and primarily manages portfolios using passive investment strategies and modern portfolio theory.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000. An upfront fee not to exceed $10,000 may be charged at the start of the engagement.