TradingValley Inc. offers software-based investment advisory and portfolio management services through the Growin app. Growin provides investment advice based on fixed income, asset allocation, and value investing models, considering the client's financial goals, risk tolerance, and time horizon. Growin Tailor-made offers clients an exclusive investment plan instructing how to allocate money in stocks or ETFs chosen by the clients. TradingValley participates in wrap fee programs, covering custodian, brokerage, and transaction fees.
Fee Structure
TradingValley, through its Growin app, provides investment management services for a single, all-inclusive fee that covers transaction costs. The annual fee ranges from 0.25% to 0.85% of your portfolio, depending on your risk level. Growin Tailor-made service fee is in a range of 1.5% to 2% per year of assets under management. These fees are negotiable. Fees are deducted from your account quarterly.