Stock Traders provides financial planning and investment management services. Financial planning covers personal finances, taxes, investments, insurance, retirement, business planning, death and disability, and estate planning. Investment management involves creating and managing portfolios based on client goals and risk tolerance. Stock Traders' advisors are also registered representatives of a broker-dealer, which presents potential conflicts of interest.
Fee Structure
Stock Traders offers investment management services where fees range from 1.00% to 2.95% of the value of your portfolio annually. The specific fee and payment schedule (monthly or quarterly, in advance or arrears) will be detailed in your agreement. You can cancel the agreement with 30 days' written notice, and any unearned prepaid fees will be refunded.