Matthew Sopher
Intrack Investment Management · South Burlington, Vermont
Matthew Sopher is a fee-only financial advisor at Intrack Investment Management in South Burlington, Vermont. Intrack Investment Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Intrack Investment Management |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $275.7M across 590 accounts |
| SEC registration | Investment adviser representative in NH, VT · CRD 4820463 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.intrackinvest.com |
| Profile |
How Matthew's firm compares
- Intrack Investment Management's average account is about $467,000, from its Form ADV (assets managed divided by 590 accounts).
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Questions about Matthew
Is Matthew Sopher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Intrack Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Intrack Investment Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Matthew Sopher based?
Matthew Sopher is based in South Burlington, Vermont.
Is Matthew Sopher registered with the SEC?
Yes. Matthew Sopher is registered as an investment adviser representative in NH and VT (CRD 4820463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intrack Investment Management manage?
Intrack Investment Management reports $275.7M across 590 accounts in assets under management.
How do I contact Matthew Sopher?
Through Matthew's website, www.intrackinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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