Clear Trace, LLC

RIASEC Registered
Total AUM
$21.9M
Discretionary
$21.9M
100% of AUM
Avg account
$215K
Accounts
102
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
144746
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals71.88%
  • HNWI28.12%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Clear Trace, LLC is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as an owner-managed practice and runs fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Investment activity is concentrated in listed equities and exchange-traded vehicles; the firm manages portfolios on a discretionary basis and shows a clear preference for equity exposures rather than fixed income or alternative fund allocations. Clear Trace does not identify as an active ESG investor, nor does it present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, US Government Bonds 4%, Cash & Cash Equivalents 4%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%90%
  • Exchange Traded Equities90%
  • US Government Bonds4%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Edward Nelson

    Edward Nelson

    Financial PlannerCRD 4700569

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth