The Institute of Trade Management provides financial consulting and investment advice to individuals, high-net-worth individuals, and other clients. Founded in 1997 and led by David J. Kubicek, the firm offers customized advice, litigation support, treasury and cash management consulting, and management consulting. Because the firm operates solely on a consulting and advisory basis, it does not directly control or manage client assets or exercise trading authority. Clients retain full control of their accounts at third-party custodians and brokers. The firm charges fees that are negotiated at the start of an engagement, which may be structured hourly, by project, or as an ongoing annual fee. The Institute of Trade Management is not affiliated with any brokerage or financial product company and does not accept commissions, third-party referral fees, or performance-based compensation, ensuring that advice remains objective.
Fee Structure
The Institute of Trade Management offers ongoing annual fee arrangements for continuous financial advice and consulting, with specific pricing negotiated at the start of your engagement based on your needs.
- Financial consulting and project-based advice — Fees are negotiated at the time of engagement and can be structured by the hour or by the project depending on your specific needs.