TRADEway provides financial education to teach clients how to invest and trade in the stock market. They offer live and virtual events, on-demand courses, and coaching. For clients seeking investment management, TRADEway offers Assisted Managed Portfolios by TRADEway (AMPT), where they develop model portfolios based on client goals and risk tolerance. TRADEway's mission is to empower individuals to take control of their finances.
Assets Under Management$91M
Clients1,082
Advisors14
Avg. per Client$84K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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