Tradition Wealth Management is a registered investment advisor established in 2003 that provides personalized investment management, financial planning, retirement plan consulting, and specialized services such as 1031 exchange consulting and pooled investment programs. Tradition Wealth Management builds customized portfolios primarily using exchange-traded funds, mutual funds, stocks, and bonds, and can manage accounts on a discretionary or non-discretionary basis. The firm tailors its services to individual client needs, taking into account risk tolerance, time horizon, and financial goals. In addition to direct portfolio management, Tradition Wealth Management offers financial planning on an hourly or fixed-fee basis, covering areas such as retirement planning, cash flow analysis, and education funding. The firm primarily serves high-net-worth individuals, families, pension and profit-sharing plans, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable and may vary by advisory representative based on experience or education. Accounts are aggregated for fee calculation purposes.