Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Fees are subject to negotiation.
Fee Estimator
TRADEway charges fees for education (flat fees ranging from $97 to $30,000), coaching (monthly subscriptions from $77 to $347 or mentorship fees from $8,000 to $20,500), Charts by TRADEway ($29.99 or $59.99 monthly), and AMPT investment portfolios (asset-based fees). AMPT UP portfolio has a minimum initial investment of $10,000. Fees are negotiable. The fees listed do not include brokerage commissions, custodial fees, and other third-party fees.
Areas of Practice
Advisor Information
Office location
San Antonio, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jared is an owner/operator for a Christmas light installation business and a contractor for a retail fireworks store. These activities are not investment-related.