MarketTrend Advisors, Ltd.

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Client assets under management

$32,944,890

Clients

31% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$457,568

About

MarketTrend Advisors primarily serves individual clients, including high-net-worth individuals, and also accepts small businesses, pensions, trusts and charitable organizations. It provides discretionary portfolio management across several named strategies and a tailored service for wealthier clients, typically implementing portfolios through exchange-traded funds, mutual funds and occasional individual securities.

The firm combines technical and fundamental analysis and uses market signals to identify intermediate market trends, offering tactical and trend-following strategies such as index/world, sector rotation, income-focused, and an active Turbo Trading approach tied to the Nasdaq 100. Portfolios commonly use ETFs and closed-end funds and, when authorized by the client, may employ inverse or leveraged ETFs, margin or options to express tactical views.

An uncommon feature is that MarketTrend Advisors is affiliated with an external investment research and publishing firm and incorporates model portfolios and research from that affiliation into its Multi‑Asset offering. The blend of that research relationship, a relatively small AUM base with a broad suite of proprietary strategies, and an explicitly described higher-frequency trading strategy sets the firm apart from typical small advisory practices.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Passive / index investing Income planning

Fee options

Percentage

$0 - $1,000,000: 1.8% per annum (MTA Index, MTA World Index, MTA Sector strategies) $1,000,000+: 1.3% per annum (MTA Index, MTA World Index, MTA Sector strategies) $0 - $1,000,000: up to 2.5% per annum (MTA Turbo Trading, MTA All-Equity, MTA Equity-Income strategies) $1,000,000+: Negotiable, below 2.5% per annum (MTA Turbo Trading, MTA All-Equity, MTA Equity-Income strategies) $0 - $1,000,000: 1.0% per annum (MTA Income strategy) $1,000,000+: 0.75% per annum (MTA Income strategy) $0+: up to 3% per annum (MTA Personalized Portfolio)

Project-based

Negotiated hourly rates available as client fee structures can vary

Other

Account minimum: $1,000,000

Main office location

MarketTrend Advisors, Ltd.

Austin TX, United States

Number of offices

Most active in

California · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 512-255-8722

Advisors at this firm

Garrett B

Series 65

Austin, TX

MarketTrend Advisors, Ltd.

Garrett Beauvais is a financial advisor at MarketTrend Advisors, Ltd. in Austin, TX, holding a Series 65 designation and bringing 19 years of industry experience. He has been with MarketTrend Advisors and Lansing Investments, LLC since 2005. MarketTrend Advisors primarily serves individual clients, including high-net-worth individuals, as well as small businesses, pensions, trusts, and charitable organizations. The firm offers discretionary portfolio management using a combination of technical and fundamental analysis, with strategies that include tactical and trend-following approaches implemented through ETFs, mutual funds, and individual securities.

Active portfolio management Options & derivatives strategies Passive / index investing Income planning

Don L

Series 65

Austin, TX

MarketTrend Advisors, Ltd.

Don Lansing is a Series 65-licensed financial advisor with MarketTrend Advisors, Ltd. in Austin, TX, where he has worked since 2004. He has 22 years of industry experience and is also the managing partner of Lansing Investments, LLC, a Texas-registered investment advisory firm. MarketTrend Advisors serves individual clients, high-net-worth individuals, small businesses, pensions, trusts, and charitable organizations with discretionary portfolio management across multiple strategies. The firm combines technical and fundamental analysis to identify market trends and employs tactical, trend-following, and higher-frequency trading approaches, utilizing ETFs, mutual funds, closed-end funds, and sometimes margin or options.

Active portfolio management Options & derivatives strategies Passive / index investing Income planning

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