TRADESPRO LLC provides investment advisory services to individuals, high-net-worth individuals, retirement accounts, and small businesses. Services include financial planning, portfolio management (both core and tactical), publications, and educational services. Financial planning covers retirement income analysis, tax planning coordination, insurance needs evaluation, and estate planning coordination. Portfolio management is offered on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Tactical accounts may be subject to either asset-based fees or, where eligible, performance-based fees. Performance-based fees are only applied to non-retirement accounts and require that the client both qualifies under applicable regulations and explicitly agrees to such an arrangement. Performance-based fees are calculated quarterly in arrears and equal fifteen percent (15%) of the net profits generated within the client’s account, subject to a high-water mark provision.