Advisor at Invest Track Financial, LLC
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Firm
Invest Track Financial, LLC
Location
Wakefield, RI
Credentials
CFP®, CFA®
Industry experience
3 years
Timothy Geremia is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He has worked at Invest Track Financial, LLC since 2022 and previously spent 17 years at Coastline Trust Company. Invest Track Financial, LLC provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and small businesses. The firm uses a blend of passive and active investment strategies guided by modern portfolio theory and offers tailored portfolio management and planning within a small client base.
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
2025 - Present (1 year)
Invest Track Financial, LLC
2022 - Present (4 years)
N/a
2021 - 2022 (1 year)
Coastline Trust Company
2004 - 2021 (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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