Trader Wealth Management offers personalized financial planning and investment management to individuals, pension plans, trusts, estates, charities, and small businesses. The firm provides advice on financial goals, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Trader Wealth Management is a fee-only firm, but an affiliate manages limited partnerships for fees.
Assets Under Management$100M
Clients85
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.30% |
| $100K - $250K | 2.30% |
| $250K - $500K | 2.05% |
| $500K - $750K | 1.80% |
| $750K - $1.2M | 1.55% |
| $1.3M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $25.0M | 1.05% |
| $25M+ | 0.80% |
The annual fee for an Investment Management Agreement is negotiable and will generally be less than the maximum client fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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