Traction Financial Partners

Assets Under Management

$262.8M

Number of Clients

398

Number of Advisors

6

Average Client AUM

$660K

AUM per Advisor

$43.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Traction Financial Partners offers investment management on a discretionary and non-discretionary basis, financial planning, estate planning services through Snug, sub-advisory services, and retirement plan advisory services. They utilize a Core-Satellite investment approach.

Fee Structure

Minimum Investment:$300K
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Location

168 County Road 648, Encampment, WY, 82325-1028

6 Advisors at this firm