About TRAC Asset Management LLC
TRAC Asset Management LLC is a financial firm that specializes in providing expert financial advice and services to clients. With a team of dedicated and experienced advisors, TRAC Asset Management LLC strives to help clients achieve their financial goals and secure their future.
Founded in 2005, TRAC Asset Management LLC has been helping clients for over 15 years. The team at TRAC Asset Management LLC has a deep understanding of the financial markets and a strong track record of success in managing client assets.
How does the advisor help clients – Key Takeaways:
The team at TRAC Asset Management LLC provides a wide range of financial services, including asset management, investment advice, retirement planning, and more. By offering personalized solutions and tailored recommendations, TRAC Asset Management LLC helps clients make informed financial decisions and grow their wealth.
Facts and Insights
TRAC Asset Management LLC currently manages over $500 million in assets for its clients. The team consists of 10 advisors who have a combined experience of over 100 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
TRAC Asset Management LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Asset management
- Investment advice
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
TRAC Asset Management LLC works with a variety of clients, including individuals, families, and businesses. The firm caters to clients of all income levels and strives to provide personalized solutions tailored to each client’s unique financial situation and goals.
Fees & Compensation
TRAC Asset Management LLC charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of its clients, as the firm’s compensation is directly tied to the performance of the client’s investments.
Background
The team at TRAC Asset Management LLC is comprised of highly qualified and experienced professionals. Each advisor has a strong educational background and is registered with the Securities and Exchange Commission (SEC).
Financial Advisor Disclosures to Know
As a registered investment advisor, TRAC Asset Management LLC is required to disclose any potential conflicts of interest to its clients. The firm’s Code of Ethics and Disclosure Brochure outlines its policies and procedures for handling conflicts and ensuring the best interests of clients are always the top priority.