Trade Therapy provides investment management services to individuals and small institutions, tailoring advice to their goals and risk tolerance. They primarily use exchange-listed equities and ETFs, and may use inverse ETFs for risk management. Trade Therapy also publishes Clarity, a fee-based educational publication focused on market structure and cycle behavior, which does not provide individualized advice.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
For certain qualified clients, Trade Therapy may charge a performance-based fee equal to 20 percent of net profits above the account’s high water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...