Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Traction Financial Partners charges a fee for investment management services based on an annual percentage of assets under management, with a maximum of 1.35%. Fees are billed quarterly in advance. Financial planning fees range from $3,000 to $25,000 as a fixed fee, or $350 per hour. Estate planning document creation services through Snug are offered for a separate fee, with Traction charging $350/hour to coordinate and review the details of the estate plan. Snug's fees are $150 for a Will-Based Plan and $400 for a Trust-Based Plan.
Areas of Practice
Advisor Information
Office location
168 County Road 648, Encampment, WY, 82325-1028
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is involved with several non-profit organizations, including the National Western Stock Show, Miss Rodeo Wyoming Scholarship Foundation, Wyoming State Fair Foundation, and Thrive Ministry, dedicating minimal time to each. Robert is also an insurance agent with Simon Davis, spending about 10-20% of his time on this activity.