Traction Financial Partners
Assets Under Management
$262.8M
Number of Clients
398
Number of Advisors
6
Average Client AUM
$660K
AUM per Advisor
$43.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Traction Financial Partners provides investment management and financial planning services. They manage accounts on a discretionary and non-discretionary basis, allocating assets among equities, ETFs, and mutual funds. Financial planning covers various areas, including estate, tax, and retirement planning. They also offer estate planning document creation services through Snug.
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
Location
168 County Road 648, Encampment, WY, 82325-1028