Advisor at Wealthtrak Advisors
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Firm
Wealthtrak Advisors
Location
Virginia Beach, VA 23452
Credentials
Series 63, Series 65
Industry experience
33 years
Tracy Whited is a financial advisor at Wealthtrak Advisors with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wealthtrak Advisors since 2001 and Wealthtrak Capital Management since 2012. Outside of advising, she is also involved in the insurance business. WealthTrak Advisors provides discretionary portfolio management, financial planning, and advisory consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios to client objectives and risk tolerance, employing both long- and short-term strategies.
Based on Wealthtrak Advisors
Based on Wealthtrak Advisors
Financial planning and advisory consulting fixed fees typically range from $495 to $7,500, negotiable.
$0 - $500,000: Up to 1.95% $500,000 - $1,000,000: 1.50% $1,000,000 - $4,000,000: 1.25% $4,000,000 - $7,000,000: 0.95% $7,000,000+: 0.75%
Certain individuals are registered representatives and insurance agents who may receive commissions separate from advisory fees.
Hourly financial planning fee of $250 per hour.
Account minimum: $100,000 Fee-only: Financial planning fixed fees typically range from $495 to $7,500, negotiable; hourly fee $250/hour.
272 Bendix Road, Suite 130
Virginia Beach, VA 23452
Virginia
Wealthtrak Capital Management,Llc
2012 - Present (14 years)
Wealthtrak Advisors, Llc
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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
Chesapeake, VA
Nexus Wealth Management, LLC
CFP®, Series 63
Virginia Beach, VA
Haven Financial Partners LLC
Series 65
Norfolk, VA
Coastal Asset Management LLC
Series 66
Norfolk, VA
Wallach Planning & Investments
CFP®
Virginia Beach, VA
Planning Within Reach, LLC
Series 63, Series 65
Virginia Beach, VA
Stages Planning Group, LLC
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