Clear Trace, LLC
Clear Trace, LLC (CRD# 144746) is a financial advisory firm headquartered in , . They manage $3,462,600 in 28 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$123,664
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Edward Nelson (CRD# 4700569) is an Investment Advisor Representative working at Clear Trace, LLC in Pewee Valley, KY and has 1 year of experience in the finance industry.