Wealthtrak Advisors's Form ADV discloses 1.95% on the first $500,000, 1.50% on the next $500,000, 1.25% on the next $1 million, 0.95% on the next $3 million, and 0.75% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #160057), Wealthtrak Advisors is subject to fiduciary duty under federal law.
Wealthtrak Advisors is headquartered in VIRGINIA BEACH, VA.
Wealthtrak Advisors serves 63 high-net-worth clients according to their SEC filing dated May 27, 2026. View client details ↓
According to their SEC Form ADV, Wealthtrak Advisors offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Wealthtrak Advisors manages $214 million in client assets according to their SEC filing dated May 27, 2026.
According to their SEC Form ADV, Wealthtrak Advisors serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓