Trek Wealth Planning (TWP) provides financial planning and investment management services. TWP offers comprehensive financial planning to help clients make informed financial decisions, achieve financial goals, and plan for the future. TWP also provides continuous supervision and management of investment accounts, determining a target portfolio allocation based on the client's financial goals and risk tolerance.
Assets Under Management$24M
Clients39
Advisors1
Avg. per Client$610K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
