TRADEway
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TRADEway serves individual clients through a mix of financial education, coaching, subscription tools, and discretionary portfolio management. Its offering includes live and virtual events, on-demand courses, weekly webinars and community mentoring, daily market alerts, a subscription-based Charts platform that interfaces with custodial trading platforms, and three AMPT model portfolios (AMPT-AIM, AMPT-UP and AMPT-SEED).
The firm’s investment approach is centered on a proprietary “3-legged table” methodology—fundamental analysis, technical analysis and market tone—combined with an educational emphasis that aims to teach clients to perform their own analysis while providing coaching and mentorship. Its AMPT programs span diversified, long-term models and an aggressive short-term AMPT UP strategy that may use index instruments, ETFs, options and active trading techniques.
Noteworthy distinctions include the firm’s use of recurring subscription fees for educational products and its Charts service, and the regular distribution of market communications and alerts, features that the brochure identifies as uncommon among multi-team peers. The brochure also discloses that the firm offers access to private equity in affiliated ventures to qualified investors and maintains marketing arrangements with recommended brokerages, which it identifies as potential conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Education program fees range from $97 to $30,000 charged at enrollment.
$0 - $200,000: 1.85% annually Above $200,000 - $400,000: 1.75% annually Above $400,000 - $700,000: 1.65% annually Above $700,000 - $1.5 million: 1.50% annually Above $1.5 million - $10 million: 1.20% annually Above $10 million+: 0.95% annually
Hourly coaching fees range from $8,000 to $20,500 based on sessions and services provided.
Coaching memberships priced from $77 to $347 per month; Charts by TRADEway subscription $29.99 or $59.99 per month.
Account minimum: $10,000
Main office
See officeMexia TX
Advisors at this office
11
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Designer Technologies, Inc. · Dti Neuventure · Neuventure On Wall Street · Nvows · Tradeway
Disclosures
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