Clear Trace, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,914,741
Total clients
51
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
51
Average account size
$429,701
Client services
Financial planning
Portfolio management
Fee options
Fixed fee engagements such as Retirement, Higher Education, Insurance, and Tax Planning typically range from $500 to $5,000; flat annual retainer fees from $10,000 to $30,000+ based on portfolio size.
$0 - $1,000,000: $1,000,000 - $2,000,000: $2,000,000 - $3,000,000: $3,000,000 - $5,000,000: $5,000,000+:
Hourly rates typically vary from $250 to $500 depending upon services performed.
Account minimum: No minimum asset level required for fixed fee or hourly services; for asset-based fees, clients with less than $1,000,000 are generally assessed a percentage fee rather than flat retainer; no explicit minimum investment stated for asset-based fees but flat retainer minimum applies to portfolios $1,000,000 or more. Minimum fee: Minimum investment management fee is normally $250 per quarter. Fee-only: Fixed fees from $500 to $5,000 for specific planning services; flat annual retainer fees ranging from $10,000 to $30,000+ based on portfolio size; hourly rates ranging from $250 to $500 depending on services performed.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Clear Trace, LLC
Pewee Valley KY, United States
Number of offices
1
Forms ADV
Quick links
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