Trace Wealth Advisors offers investment advice tailored to clients' needs and objectives. Services include discretionary portfolio management and financial planning, covering areas like estate planning, tax planning, and lifestyle management. Trace Wealth also assists legacy clients in identifying third-party portfolio managers through LPL Financial's Manager Select program. Investment strategies are based on individual financial situations, risk tolerance, and time horizon.
Fee Structure
Trace Wealth Advisors charges up to 0.40% of the market value of your portfolio annually for investment management. This fee is billed quarterly in advance, based on the balance at the end of the billing period. The fee may be negotiable depending on your circumstances. Family members' account values may be combined to potentially reduce the fee. You can terminate the agreement with 30 days' notice and receive a prorated refund of unearned fees.