Trader Wealth Management LLC | Financial Advisor in Chicago ,IL

141 West Jackson Boulevard
Suite 1570
Chicago, IL 60604

Participate but Protect


About

Trader Wealth Management (TWM) is an independent Registered Investment Advisor (RIA). Initially designed to help traders with their unique financial needs TWM has developed into an elite resource for successful professionals and high net worth individuals. Whether a client needs a single service or an all-encompassing plan, we have the experience and ability to handle each financial need.

We are a firm that offers comprehensive services focused on developing a personal relationship with you. This enables us to provide customized investment management and financial planning, efficient tax preparation and forward-looking retirement and estate planning that addresses your personal objectives and goals. Because we are an independent, specialized, boutique firm, we offer unbiased advice and products tailored to your unique situation and we are always available to you.

8 Years of Experience



General Information
No.of Employees:   2-4
States Licensed in:   IL
Number of Years with Current Firm:   4


Services
Investment Types:   Options & Futures , Bonds , Stocks , Alternative Investments , Commodities , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Mutual Funds
I can meet clients in the following ways:   At your office , Via phone , At my office , At your home , Via email


Qualifications & Memberships
Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets



FAQs

  • What is your approach to financial planning? The Infinite Alpha Philosophy is a philosophy created by Trader Wealth Management that seeks disciplined investment processes that are designed to grow and preserve your wealth. We focus on programs that are based on active risk management and that seek opportunities for superior returns over the long term while reducing risk in the short term.
Bill Herr CPA CFP

Bill Herr CPA CFP

CERTIFIED FINANCIAL PLANNER™ Certificant, CPA