Trade Therapy, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trade Therapy, L.L.C. provides discretionary and non‑discretionary portfolio management to individuals, high‑net‑worth clients, and, on a case‑by‑case basis, charitable and religious organizations, trusts, and estates. The firm also publishes an educational research publication called Clarity and does not provide financial planning, tax, or legal services.
The firm’s investment approach emphasizes technical analysis of price, volume, momentum, and trend across multiple timeframes and typically implements portfolios with exchange‑listed equities and ETFs, with tactical use of cash or inverse/short ETFs to reduce exposure during corrective periods. Portfolios are rebalanced periodically or when thresholds are met, and trading authority is exercised either under discretionary mandates or through non‑discretionary recommendations, depending on the client agreement.
Notably, Trade Therapy operates a public, fee‑based subscription publication (Clarity) and provides advisory clients a complimentary subscription for the duration of the advisory relationship, a service model that is uncommon among peers. The firm also discloses it may enter performance‑based fee arrangements with qualified clients and, as of the date of the brochure, reported no assets under management.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
20% of net profits above the account’s high water mark, billed in arrears for Qualified Clients only
Standard monthly subscription is $59.99/month billed in advance; promotional pricing available; complimentary subscription to Clarity included for portfolio management clients
Account minimum: $250,000
Main office
Los Angeles CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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
Quick links
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