Trader Wealth Management, LLC
Trader Wealth Management, LLC (CRD# 147190) is a financial advisory firm headquartered in Barrington, IL. They manage $90,457,740 in 314 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Trader Wealth Management, LLC
By the Numbers
-
Total Assets Under Management90MILLION
-
Total Number of Accounts314ACCOUNTS
-
Average Account Value$288,082
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Trader Wealth Management, LLC
1
Terrence Burke (CRD# 6640216) is an Investment Advisor Representative working at Trader Wealth Management, LLC in Barrington, IL and has over 7 years of experience in the finance industry.
2
William Herr (CRD# 2447542) is an Investment Advisor Representative working at Trader Wealth Management, LLC in Barrington, IL and has over 30 years of experience in the finance industry.
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