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.
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Ryan is a Certified Public Accountant (CPA), dedicating a few hours per week to this activity. This work is not investment-related.