Trackside Wealth offers continuous financial planning and discretionary investment management services to individuals and families. The firm operates on a fixed annual fee model rather than charging a percentage of managed assets, and there is no minimum account size requirement. Trackside Wealth assists clients with cash flow and budgeting, retirement projections, tax planning strategies, estate planning coordination, employee benefits optimization, college savings, and risk management. The firm structures its services into three distinct tiers based on life stage and financial complexity: an Early Career tier for younger professionals, a Standard tier for individuals with accumulated assets and complex planning needs, and an Estate Tax tier for high-net-worth clients approaching federal estate tax thresholds. In addition to ongoing services, Trackside Wealth offers a one-time financial review for prospective clients to evaluate their financial situation.
Fee Structure
Trackside Wealth includes investment management as part of its comprehensive financial planning packages. Rather than charging a fee based on the size of your portfolio, the firm charges a fixed annual fee across three tiers:
- Early Career — $8,400 per year
- Standard — $12,000 per year
- Estate Tax — $24,000 per year
There is no minimum account size required, and clients are billed monthly in advance.