OnTrack Wealth Management offers ongoing financial planning, investment management, and personal tax preparation. Financial planning involves creating and monitoring a plan tailored to the client's goals. Investment management involves creating and managing a portfolio based on the client's investment policy. Tax preparation is offered as a basic service. The firm also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$81M
Clients61
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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