Single Track Financial, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Single Track Financial provides investment management, tax compliance, and wealth planning services to help clients achieve their long-term financial goals. They create personalized investment strategies based on each client's unique situation, needs, and risk tolerance. They use various investment vehicles, including stocks, bonds, mutual funds, and exchange-traded funds.

Assets Under Management$34M
Clients34
Advisors2
Avg. per Client$1M
Avg. per Advisor$17M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm