Advisor at Green Trail Investments, 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
Green Trail Investments, LLC
Location
Wexford, PA
Credentials
CFP®, Series 63, Series 65
Industry experience
14 years
Wayne Kurtz is a CFP® professional with 14 years of industry experience, serving as the principal of Green Trail Investments, LLC since 2016. He is also the owner of RaceTwitch.com, LLC, which provides goals and leadership training. Prior to founding Green Trail Investments, he has operated Tax-Prepare.com, Inc., a tax and business consulting firm, since 2000. Green Trail Investments is a fee-only advisory firm focused on individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm applies modern portfolio theory combined with top-down sector analysis and provides guidance on employer retirement accounts.
Based on Green Trail Investments, LLC
Based on Green Trail Investments, LLC
Fixed fees ranging from $1,500 to $5,000 for financial planning and consulting; Flat annual fees for asset management as per tier schedule
Under $100,000 - $99,999: Flat annual fee $500-$1,000 (does not exceed 2.0% annually) $100,001 - $499,999: Flat annual fee $2,000-$5,000 (does not exceed 2.0% annually) $500,000 - $999,999: Flat annual fee $5,000-$10,000 (does not exceed 2.0% annually) $1,000,000+: Negotiable flat fee (does not exceed 2.0% annually)
$225 per hour for financial planning and consulting
Account minimum: $100,000 (may be lowered or waived at discretion) Fee-only: Hourly fee of $225 per hour; Fixed fees ranging from $1,500 to $5,000 for financial planning
Wexford, PA
Pennsylvania
Green Trail Investments, LLC
2016 - Present (10 years)
Race Twitch.com, LLC dba Chief Goals Officer
2011 - Present (15 years)
Tax-Prepare.com, Inc. dba Carr & Associates
2000 - Present (26 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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
Wexford, PA
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Series 65
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Series 63, Series 65
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