Clear Trace, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144746
- Website
- www.clear-trace.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals71.88%
- HNWI28.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Clear Trace, LLC is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates as an owner-managed practice and runs fee arrangements that include a percentage of assets under management, hourly charges and fixed fees. Investment activity is concentrated in listed equities and exchange-traded vehicles; the firm manages portfolios on a discretionary basis and shows a clear preference for equity exposures rather than fixed income or alternative fund allocations. Clear Trace does not identify as an active ESG investor, nor does it present itself as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Edward Nelson
Financial PlannerCRD 4700569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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