Financial Planning & Wealth Management
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.
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.
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.
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.