Advanced Trader Investment Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Trader Investment Advisors, LLC provides ongoing portfolio management, asset-allocation consulting, and financial planning to a mix of individual clients, ultra-high-net-worth individuals, corporate executives, and retirement plan sponsors. The firm typically charges asset-based advisory fees and offers discretionary management as well as hourly consulting engagements.
The adviser documents client goals and constraints in individualized Investment Policy Statements and uses a blend of fundamental, technical, charting, and cyclical analysis to construct and monitor portfolios. It employs a range of trading approaches — including long- and short-term positions, short sales, margin, and options strategies — and manages accounts under both standard advisory arrangements and, for qualified investors, performance‑based compensation.
A distinctive feature disclosed in the brochure is that the firm’s principal also holds life, health, and variable insurance licenses and may offer commissionable insurance products to clients, a dual role the firm acknowledges as a potential conflict of interest. The firm also maintains execution and custody practices that direct clients to the advisor’s recommended custodian and documents procedures intended to address conflicts when performance fees are used.
Client services
Expertise
Occupation focus
Fee options
Flat fee of $25/month for accounts under $25,000 (as agreed in writing)
$1 - $500,000: 1.75% $500,001 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $100,000,000: 0.70% $10,000,000 and above+: Negotiable
$250/hr, negotiable
10% of net profits above a high water mark for qualified investors
Minimum fee: Accounts less than $25,000 can be charged a flat fee of $25.00/month.
Main office
319 E. Madison, Suite 4 G
Springfield IL 62701
Advisors at this office
1
Most active in
Illinois
Also doing business as
Advanced Trader Investment Advisors, LLC. · Albanese, Frank Peter · Atia Wealth Management Group · Frank P. Albanese Dba Advanced Trader Private Client Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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