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Wealthtrak Advisors

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Total assets under management

$195,351,410

Total clients

270

23% high-net worth

Total advisors

5

of 5 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

54

Average account size

$723,524

About

WealthTrak Advisors provides discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages $195,351,410 in discretionary client assets for about 270 clients through a team of five advisors and offers services including portfolio management, financial planning, advisory consulting, selection of other advisers, and sub‑advisory arrangements.

WealthTrak typically manages accounts on a discretionary basis, developing tailored strategies from proprietary model portfolios or by selecting third‑party money managers through its Managed Portfolio Program (MPP) and a Managed Variable Insurance Program (MVIP), with ongoing monitoring and rebalancing. The firm uses a mix of analytical techniques—fundamental, technical, and charting analysis—and also offers automated retirement asset allocation services via a relationship with Howard Capital Management, including HCM’s 401(k) Optimizer and TSP Navigator.

Noteworthy features include its role as a sub‑advisor and provider of model portfolios to other advisers and its referral relationship with HCM for retirement‑plan participant advice, for which it may receive compensation. The firm’s personnel also include registered representatives of a broker‑dealer and owners of an affiliated insurance agency, arrangements the brochure discloses as potential conflicts of interest and addresses through policies such as excluding certain commissionable products from the firm’s advisory platform.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement income strategy General retirement planning

Fee options

Fixed

Financial planning and advisory consulting fixed fees typically range from $495 to $7,500, negotiable.

Percentage

$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%

Commissions

Certain individuals are registered representatives and insurance agents who may receive commissions separate from advisory fees.

Project-based

Hourly financial planning fee of $250 per hour.

Other

Account minimum: $100,000 Fee-only: Financial planning fixed fees typically range from $495 to $7,500, negotiable; hourly fee $250/hour.

Main office location

Wealthtrak Advisors

272 Bendix Road, Suite 130

Virginia Beach VA 23452, United States

Number of offices

1

Most active in

Florida · North Carolina · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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