The Balance of Trade is a registered investment advisor founded by Chartered Financial Analyst Adam Zingg. The firm does not manage money or hold client funds, meaning clients keep full control of their accounts and execute their own trades. Instead, The Balance of Trade provides educational consulting and advice on asset allocation, risk management, and trading strategies involving options and futures. Clients can hire the firm on an hourly basis for personalized portfolio analysis and financial planning guidance. Additionally, The Balance of Trade offers educational workshops and seminars on risk management and investing, as well as periodic subscription-based market insights.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
- Hourly consulting — $380 per hour for advice on asset allocation, trading strategies, and portfolio analysis
- Workshops and seminars — $200 to $3,000 depending on preparation, travel, and length of time
- Subscription services — Up to $370 per month for ongoing market commentary or newsletters
Hourly Rate:$380/hr
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