Trader Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trader Wealth Management, LLC provides personalized financial planning and investment management primarily to individuals, including high-net-worth clients, and also serves trusts, pension and profit-sharing plans, charitable organizations and small businesses. The firm manages approximately $93.5 million for about 105 households through a three-advisor team and offers written financial plans, portfolio management (discretionary and non‑discretionary), retirement, tax and estate planning, and implementation via qualified custodians or third‑party platforms.
The firm’s investment approach emphasizes strategic and tactical asset allocation with global diversification and individualized Investment Policy Statements, and it uses Riskalyze to quantify client risk tolerance and guide suitability. When consistent with client objectives, the adviser may employ derivatives and other trading strategies — including options, short sales, margin transactions and option writing — and may execute trades under a limited power of attorney or utilize third‑party managers for some accounts.
Distinctive aspects of the firm include an affiliated accounting practice and affiliated private fund operations: the firm’s principals serve as manager/general partner to a pooled private investment vehicle for accredited investors that charges incentive (performance‑based) fees and is independently administered and audited. Consequently, the firm combines traditional advisory services with private fund management and discloses related conflicts of interest and the material allocation of principal time to those affiliated businesses.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning services typically range from $500 to $20,000 depending on complexity.
$50,000 - $99,999.99: 2.30% $100,000 - $249,999.99: 2.30% $250,000 - $499,999.99: 2.05% $500,000 - $749,999.99: 1.80% $750,000 - $1,249,999.99: 1.55% $1,250,000 - $1,999,999.99: 1.30% $2,000,000 - $4,999,999.99: 1.05% $5,000,000 - $24,999,999.99: 1.05% $25,000,000+: 0.80%
$325 per hour for limited scope engagements; $275 per hour for implementation work after financial plan delivery.
Performance-based fees may be charged to qualified investors or clients with $1 million+ under management, including incentive fees from affiliated limited partnerships based on realized capital appreciation and returns above a hurdle rate.
Retainer agreements with negotiable fees; clients may pay quarterly in advance or pre-paid retainer arrangements.
Account minimum: $50,000 Minimum fee: $1,250 minimum annual fee for clients receiving ongoing asset management services. Fee-only: Fixed fees for financial planning range from $500 to $20,000 depending on complexity; hourly planning rate is $325/hour; follow-on implementation work billed at $275/hour; retainer fees are negotiable.
Main office
See office509 W Old NW Highway, Suite 509
Barrington IL 60010
Advisors at this office
1
Offices (2)
Most active in
Illinois · Texas
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:
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.
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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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
Advisors at this firm
William H
CFP®, Series 63, Series 65
Barrington, IL
Trader Wealth Management, LLC
William Herr is a CFP® with 28 years of industry experience. He is affiliated with Trader Wealth Management, LLC and has held roles at Rothschild Financial Partners, Infinite Alpha Advisors, LLC, and his own firm, William Herr and Associates, where he also prepares tax returns as a CPA. Herr serves as an advisor and general partner to private investment funds through Infinite Alpha Capital Management. Trader Wealth Management, LLC provides personalized financial planning and investment management primarily for individuals, including high-net-worth clients, as well as trusts, pensions, charitable organizations, and small businesses. The firm emphasizes strategic and tactical asset allocation with global diversification and uses quantitative risk assessment tools to tailor investment approaches.
Terrence B
Series 65
Barrington, IL
Trader Wealth Management, LLC
Terrence Burke is a financial advisor at Trader Wealth Management, LLC with 10 years of industry experience and a Series 65 designation. He previously worked at Rothschild Financial Partners, LLC and has been with Trader Wealth Management since 2015. Outside of his advisory role, he provides consulting services to a family-owned painting business and prepares daily Corn volume and open interest reports for a CME broker. Trader Wealth Management serves primarily individual clients, including high-net-worth households, as well as trusts, pension plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with an emphasis on strategic and tactical asset allocation, global diversification, and personalized Investment Policy Statements.
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