Professional Trading Services Brokerage, LLC offers investment management, money management, investment advice, and financial planning services tailored to individual client needs. Founded in 2001 and based in Mount Laurel, New Jersey, Professional Trading Services Brokerage focuses primarily on discretionary investment management, where the firm makes trading decisions on behalf of clients using fundamental and technical analysis. Clients can impose specific restrictions and guidelines on their accounts. The firm may also allocate assets to third-party managers when appropriate. Additionally, Professional Trading Services Brokerage provides financial planning and consulting covering topics such as estate planning and insurance planning, though legal and tax preparation documents are not prepared in-house. The firm also operates as a registered broker-dealer and insurance agency, allowing its representatives to offer commission-based products separately from advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable depending on the type of service chosen. Mutual fund portfolios and accounts managed by other advisors generally incur a flat 1% management fee.