Professional Trading Services Brokerage, LLC offers investment management, investment advice, and financial planning services tailored to individual client needs. They gather suitability information and consider client restrictions when making investment decisions. The firm may allocate assets among unaffiliated investment advisors, while continuing to review performance and asset allocation. They do not participate in wrap fee programs.
Assets Under Management$110M
Clients460
Advisors14
Avg. per Client$230K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$100K
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. For mutual fund portfolios and accounts managed by other advisors, the firm generally charges 1%, which may be negotiable depending on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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