Advisor at Invest Track Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Invest Track Financial, LLC
Location
Wakefield, RI
Credentials
CFP®, CFA®
Industry experience
3 years
Alexandra Geremia is a CFP® and CFA® credentialed advisor at Invest Track Financial, LLC with three years of industry experience. She previously worked at Coastline Trust Company from 2015 to 2021. Invest Track Financial provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and small businesses. The firm employs a blend of passive and active strategies centered on asset allocation and serves a limited client base through a small two-advisor structure.
Based on Invest Track Financial, LLC
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.60%
Account minimum: $500,000 Fee-only: Ongoing Financial Planning fees range from $100 to $900 per month or $300 to $2,700 per quarter, negotiable based on client needs.
Wakefield, RI
Rhode Island
Invest Track Financial, LLC
2022 - Present (4 years)
Invest Track Financial, LLC
2022 - 2025 (3 years)
N/a
2021 - 2022 (1 year)
Coastline Trust Company
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
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