Trace Wealth Advisors

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Assets Under Management

$273.3M

Number of Clients

Number of Advisors

Average Client AUM

$4.5M

AUM per Advisor

$273.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Trace Wealth Advisors, LLC is a registered investment adviser based in Los Angeles, CA. They offer discretionary portfolio management services through a wrap-fee program. Investment advice is tailored to meet clients' needs and investment objectives. Assets are held at LPL Financial, LLC as custodian. Clients may withdraw assets with notice, but withdrawals may impair investment objectives.

Fee Structure

Financial Planning:Investment management only

Areas of Practice

Investment Management

Location

CA, United States

1 Advisors at this firm

CFA