Tradeway
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
About This Firm
TRADEway provides financial education, coaching, and managed portfolios (AMPT) to individuals. Education is delivered through live/virtual events and on-demand courses. Coaching includes webinars and personalized investment plans. AMPT offers model portfolios with discretionary programs. TRADEway's mission is to empower individuals to take control of their finances.
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
Location
TX, United States