Assets Under Management
$91.2M
Number of Clients
1,082
Number of Advisors
16
Average Client AUM
$84K
AUM per Advisor
$5.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
TRADEway provides financial education, coaching, and managed portfolios (AMPT). Education is delivered through live/virtual events and on-demand courses. Coaching includes webinars and personalized investment plans. AMPT offers discretionary model portfolios based on client risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $400K | 1.75% |
| $400K - $700K | 1.65% |
| $700K - $1.5M | 1.50% |
| $1.5M - $10.0M | 1.20% |
| $10M+ | 0.95% |
All fees are subject to negotiation in individual client circumstances.
TX, United States