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Tradespro LLC

Updated today

Client AUM

$158,000

Clients

5

Advisors

1

of 1 employees

About

TradesPro LLC is an independent registered investment adviser that serves a small client base comprised mainly of high-net-worth individuals, retirement accounts, small businesses, and occasional institutional or professional consulting clients; the firm does not focus on standard retail (non‑HNW) individual clients. Its services include financial planning and onboarding, ongoing portfolio management for both core and tactical mandates, project-based trade structuring, and educational offerings.

The firm’s investment approach is primarily technical and quantitative, employing charting, market-structure and options-flow analysis, volatility modeling, and other signal-driven methods to inform allocations and trade design. TradesPro offers both discretionary and non‑discretionary management and explicitly incorporates market‑timing techniques into its tactical strategies and bespoke trade-structuring engagements, and it makes performance‑based fee arrangements available to qualified clients.

TradesPro is notable among independent advisers for combining active, tactical trading and market‑timing work with subscription publications and periodic newsletters plus seminars and workshops, and for offering project-based consulting and advanced modeling for external professionals. It operates with a very small number of client relationships and modest discretionary assets under management, so its mix of market‑timing, performance‑fee arrangements, subscription research, and institutional-style consulting distinguishes it from typical peers.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Active portfolio management Options & derivatives strategies Retirement income strategy Income planning

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Initial consultation $250 flat fee; onboarding fee $250 base plus $125 per account; project-based financial planning fixed fees negotiated per project; seminars and speaking engagements $2,000 per day.

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001+: 0.75% annually

Project-based

$250 per hour billed in 15-minute increments for consulting and educational sessions.

Performance-based

15% of net profits on non-retirement accounts for qualified clients, calculated quarterly with high-water mark.

Subscriptions

Subscription-based publications at $50 or $100 per month, billed monthly in advance.

Other

Fee-only: Consulting and financial planning services billed hourly or project-based; hourly consulting at $250/hour; project-based financial planning fees negotiated per project; initial consultation $250 flat fee; onboarding fee $250 base plus $125 per account; publications subscription $50 or $100 per month; educational sessions $250 per hour (max $1,000 per session); seminars and speaking engagements $2,000 per day.

Main office

3939 Belt Line Rd, Ste 575 A

Addison TX 75001

Advisors at this office

1

Most active in

Texas

Also doing business as

Tradespro · Tradespro LLC · Tradespro.Net

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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