TradeWell Securities offers personalized financial planning and investment management services to individuals. These services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. TradeWell Securities manages investments directly with the client's permission.
Assets Under Management$270M
Clients415
Advisors5
Avg. per Client$640K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. A technology fee of up to $5 will be added per account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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