About us

Who we are

Charttrader is a fee-only registered investment advisory company (RIA) with its headquarters located in Hollywood, Florida.

ChartTrader Inc. provides Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to individuals as well as institutions.

The Adviser is compensated for investment management or supervisory services based on clients assets under management. Fees are paid quarterly in advance and are negotiable. Fees are due on the first day of the calendar quarter, and are based on the account’s asset value as of the last business day of the prior calendar quarter. Fees are prorated for accounts opened during the quarter.

Read More
Our Services

What we do

Financial Planning

We provide an active approach to managing all aspects of our clients' financial situations.

Read More

Mutual Funds & ETFs

No Load Mutual funds and Exchange Traded Funds are the major component of our managed portfolio.

Read More

Techinal Analysis

We use technical analysis for timing our buys and sells with fundamental analysis as confirmation.

Read More

Investment Management

We can demonstrate the short-term as well as long-term benefits of smarter investment strategies and improved investment decisions.

Read More

Our Recent Articles

ETFs: Are Exchange Traded Funds good for you?

Exchange-traded funds, commonly called ETFs, are index funds (mutual funds that track various stock ...

Read More

Understanding stock market trends through technical analysis

Technical analysis is all about patterns. Candlesticks, one of the most widely used form of charting...

Read More

5 Reasons why financial planning is important

Planning is one of the highest characteristics of human beings. Planning is absolutely necessary in ...

Read More

Request a FREE Consultation

We're here to help. Please feel free to contact our expert.

Contact Us