Trailblazer Wealth Management provides financial planning and portfolio management services to individuals, trusts, and businesses. Trailblazer uses a detailed process to understand clients' needs. Trailblazer may recommend unaffiliated attorneys, accountants, or other professionals, but does not receive compensation for these recommendations. Supervised persons may also sell insurance products and receive commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...