Trend Trade Pro, LLC offers ongoing portfolio management services. They create an investment policy statement for each client, outlining their financial situation and risk tolerance. Trend Trade Pro generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs and treasury inflation protected/inflation linked bonds. Trend Trade Pro requests authority to make trades without asking clients first.
Assets Under Management$190M
Clients114
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable. Qualified clients can pay 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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