Call William Sergautis 888-959-2154

Financial Planning

  • 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 is a fee-only registered investment advisory company (RIA) with its headquarters located in Miami, Florida. ChartTrader Inc. provides Wealth Advisory Services including Comprehensive Financial Planning and Investment Management to individuals as well as institutions.

  • 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 clients' 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.

UNLIMITED TRADING WITH AN R.I.A.
NO COMMISSIONS!

(Florida Residents Only)

Registered Investment Advisor and 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.

Stock Brokers 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.

*Please call 1-888-723-3710 for a fee schedule.

 

 

2 Types of Accounts

The Self Directed Account

The self directed account is right for you. You are decisive, independent and in control. You understand the markets and how you want to trade them. However, you would like to confirm your ideas and get new ideas from an experienced financial advisor but you don’t want to pay the large commissions associated with full service brokers.

The Managed Account

Your investment portfolio is tailored to your personal needs and managed on an ongoing basis. We will analyze what steps you must take to adequately plan for your senior years.

Education funding for your children or grandchildren is assessed and solutions are recommended.

You gain the peace of mind that comes from providing for your loved ones in a detailed estate plan.

Related Services

Location

ChartTrader Inc.
3000 S, Ocean Dr Suite 918 Hollywood FL 33019
Phone: 888-959-2154