The Balance of Trade provides advice on asset allocation and trading methodologies. They help clients optimize their portfolios by educating them on risk levels and correlations between various assets. They also educate clients about how options and futures markets can be used to better tailor their desired exposures and gain additional information about the dynamics of specific investments. The Balance of Trade does not manage client assets or have discretionary authority over any client accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Workshops and seminars may cost $200-$3000, depending on preparation, travel, and length of time involved.
One-Time Plan:$200 - $3,000
Hourly Rate:$380/hr
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