Invest Track Financial, LLC
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About
Invest Track Financial is a fee-only registered investment adviser that provides wealth management and ongoing financial planning to individual and high-net-worth clients. The firm manages roughly $61 million for a small client base across a two-advisor team, delivering discretionary portfolio management and planning services.
Investment approach centers on asset allocation grounded in modern portfolio theory, blending passive and active strategies and using mutual funds, ETFs, and individual securities while employing fundamental and cyclical analysis. The firm typically favors long-term holdings with the ability to make tactical adjustments and can incorporate socially responsible (ESG) funds and alternative exposures through pooled vehicles when clients request them.
What distinguishes the firm is its small, highly credentialed leadership—both principals hold CFA and CFP designations and bring prior institutional investment leadership—and an ownership structure held through family trusts. The combination of a limited client roster with relatively large assets under management per client, an integrated planning offering provided to wealth-management clients by election, and a fee-only, non-commission model (the firm also does not vote client proxies) sets it apart from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.60%
Account minimum: $500,000 Fee-only: Ongoing Financial Planning fees range from $100 to $900 per month or $300 to $2,700 per quarter, negotiable based on client needs.
Main office
Wakefield RI
Advisors at this office
2
Most active in
Rhode Island
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Timothy G
CFP®, CFA®
Wakefield, RI
Invest Track Financial, LLC
Timothy Geremia is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He has worked at Invest Track Financial, LLC since 2022 and previously spent 17 years at Coastline Trust Company. Invest Track Financial, LLC provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and small businesses. The firm uses a blend of passive and active investment strategies guided by modern portfolio theory and offers tailored portfolio management and planning within a small client base.
Alexandra G
CFP®, CFA®
Wakefield, RI
Invest Track Financial, LLC
Alexandra Geremia is a CFP® and CFA® credentialed advisor at Invest Track Financial, LLC with three years of industry experience. She previously worked at Coastline Trust Company from 2015 to 2021. Invest Track Financial provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and small businesses. The firm employs a blend of passive and active strategies centered on asset allocation and serves a limited client base through a small two-advisor structure.
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