Caleb Michael Pritchett

Tradeway

2 Years of Experience

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Firm Information

Tradeway

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

16 advisors

Number of Clients

1,082 clients

Average Client Portfolio

$84K average

Assets Under Management

$91.2M

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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.

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Areas of Practice

Investment Management

Advisor Information

Office location

Mexia, TX

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Regulatory History

Clean regulatory record

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.