Traction Financial Partners, LLC offers personalized investment management and holistic financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm utilizes a core-satellite investment approach, typically building the core of a portfolio with exchange-traded funds for cost efficiency and tax management, while using the satellite portion for tactical allocations like individual stocks, mutual funds, and structured notes. In addition to managing portfolios on a discretionary or non-discretionary basis, Traction Financial Partners creates detailed financial plans covering retirement, tax strategies, estate planning, charitable giving, and insurance needs. The firm also coordinates estate planning document creation through third-party platforms and provides advisory services for employer-sponsored retirement plans. Traction Financial Partners operates out of locations in Wyoming and Colorado and has affiliations with broker-dealers and custodians such as LPL Financial.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
The maximum annual advisory fee is 1.35%. Fees are negotiable based on account size, portfolio complexity, and other factors. Employees and their family accounts receive reduced fees.