Financial Planning & Wealth Management

Financial planning increases your probability of success

We recognize that to achieve financial success the support of qualified advice is necessary to reinforce investment discipline and maintain a steady course over a longer period of time. We provide an active approach to managing all aspects of our client's financial situations. We can demonstrate the short-term as well as long-term benefits of smarter investment strategies and improved investment decisions. We will also show our clients how to securely transfer money to loved ones, establish a trust or foundation, or simply help them to manage their finances on a daily basis.

Financial Planning for your Future

Work with a Registered Investment Advisor who will use the full power of the markets. No minimum account size. Annual Fees starting at only $300*

Charttrader Inc. is a fee-only registered investment advisory firm 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.

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The difference between a Registered Investment Advisor and a Stock Broker

Registered Investment Advisors are held to a higher standard than stockbrokers when it comes to putting investors' interests first.

Independent RIAs have a fiduciary duty to their clients.

Stockbrokers and large wire-house firms are currently exempt from the same fiduciary standards. With an independent RIA, you won't have to worry about paying high commissions on proprietary products.


As a Fiduciary, Your Interests Come First

At Charttrader, we always act with your best interests in mind. As a fiduciary, we are different from traditional financial advisors who are brokers. It’s a distinction we are proud of and that benefits you.

You avoid the conflict of interest that may arise when a broker receives better commissions by selling you one product instead of another or makes money by making more trades in you account.

What will I get from a financial advisor?

Professional financial help goes far beyond picking stocks. Hiring an advisor arms you with expertise and resources with which to approach planning your financial future. This coaching and support can help you to smoothly endure and make the most of the circumstances in your life - career, marriage, children, assets, liabilities, etc.

  • Avoid costly mistakes
  • Manage risk
  • Save time
  • Improve your overall investment results.
  • If you own a business, develop a strategy to manage your business finances.
  • Decrease your estate tax liability
  • Reach your education savings goals.
  • Determine the type and amount of insurance you need to protect.
  • Minimize your taxes, file your tax returns, and plan to reduce future tax impact.

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