A complete list of active advisors currently associated with Trader Wealth Management, LLC
Warmer can help you find a great advisor at Trader Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Trader Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Barrington, IL
| 10
| |
Pontiac, IL
| 2
| |
Barrington, IL
| 28
|
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