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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable and may vary by advisor.