Trace Wealth Advisors
Assets Under Management
$273.3M
Number of Clients
61
Number of Advisors
1
Average Client AUM
$4.5M
AUM per Advisor
$273.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Trace Wealth Advisors, LLC is a registered investment adviser based in Los Angeles, CA, offering discretionary portfolio management services through a wrap-fee program. Investment advice is tailored to meet clients' needs and investment objectives. Assets are held at LPL Financial, LLC. Clients are responsible for notifying the firm of any changes in their financial situation or investment parameters.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.40% |
Fees may be negotiable based on certain criteria.
Fee Estimator
Trace Wealth Advisors charges an annual wrap fee for portfolio management services, which varies up to 0.40% of assets under management. This fee includes money management, certain transaction costs, and custodial/administrative costs. The fee is billed and payable quarterly in advance. The advisory fee is negotiable depending on individual client circumstances. There is no stated minimum annual fee or minimum investment amount.
Areas of Practice
Location
CA, United States