Tradition Wealth Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Tradition Wealth Management provides investment advisory services, including the Tradition Wealth Asset Management Program, financial planning, third-party managed programs, unified managed accounts, pooled investment programs, and retirement plan services. Tradition Wealth works with clients to understand their financial situation, risk tolerance, and goals to customize its services. They may use model portfolios and sub-advisers to manage client accounts.

Assets Under Management$2B
Clients2,162
Advisors24
Avg. per Client$900K
Avg. per Advisor$81M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Fees are negotiable and may vary by advisor.

Fee Estimator
Your Portfolio Value
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Location

24 Advisors at this firm

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Tradition Wealth Management LLC | TrueAdvisor