TRADEway provides financial education, coaching, charting software, and discretionary investment management for individual investors. Founded in 1999 and registered as an investment advisor in 2016, TRADEway teaches stock market trading and investing strategies based on fundamental analysis, technical analysis, and market tone through live events, webinars, courses, and one-on-one coaching. Through its Assisted Managed Portfolios by TRADEway program, TRADEway builds and manages diversified and active model portfolios for clients who want professional money management. The company emphasizes a family-centered approach to financial empowerment and education.
Assets Under Management$89M
Clients611
Advisors12
Avg. per Client$150K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $400K | 1.75% |
| $400K - $700K | 1.65% |
| $700K - $1.5M | 1.50% |
| $1.5M - $10.0M | 1.20% |
| $10M+ | 0.95% |
All fees are subject to negotiation. Accounts are aggregated by individual client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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