MetaTrends LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Metatrends LLC provides discretionary investment supervisory and wealth management services to individuals, corporate pension and profit-sharing plans, trusts, and estates. The firm manages client portfolios on a discretionary basis and bills for services on an assets-under-management basis, applying its account consolidation practices and stated account minimums when considering new engagements.
The firm’s investment approach is centered on a trend-based system that combines fundamental and technical analysis to identify market direction and allocate across sectors, using daily, weekly and monthly charts to define entry and exit points and to weigh capitalization and equity style. Metatrends’ process also contemplates systematic versus unsystematic risk and may incorporate options for hedging or speculative purposes, with suitability and objectives reviewed and adjusted over time.
Notably, the adviser conducts broker-dealer clearing arrangements through StoneX and is licensed to receive mutual fund 12b-1 fees and trails and other commission-type payments, a relationship that the brochure discloses as a potential source of additional conflicts to manage. The firm also documents written authorization for fee deductions, maintains collected advisory fees in a business savings account pending transfer or refund, and uses solicitor agreements that pay finder’s fees for client referrals.
Client services
Expertise
Fee options
$0 - $50,000: 1.50% $50,000 - $100,000: 1.25% $100,000 - $250,000: 1.00% $250,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
May receive commissions from mutual funds in the form of 12b-1s and Trails.
Account minimum: $5,000
Main office
Sewickley PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Katterson, Rick · Metatrends LLC
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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