David Wayne Turner

Tradeway

1 Year 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 (1)

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Financial

June 2017

Final

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Other Business Activities

David is involved in several outside business activities. He assists with paperwork for Little Explorers San Jose, is an employee in solar sales with Powur, and is an author and coach for From Coward to Warrior, dedicating a few hours per week to the latter.