Call William Sergautis 888-959-2154

Mutual Funds and ETFs

  • Buy No Load funds tailored to your personal goals

No Load Mutual funds and Exchange Traded Funds are the major component of our managed portfolio. We have no reason to recommend clients pay a high sales fee. We recommend building a low-cost portfolio based on inexpensive index funds, exchange-traded funds and No Load funds.

  • No Minimum Account Size
  • Most investment advisors have a $200,000 minimum

Charttrader is one of the few investment advisor firms with no minimum account. The Minimum annual fee is only $300*. Charttrader offers traders and smaller investors a chance to experience the advantages of financial planning. Our advisors direct investors towards using proven time tested techniques to reduce risk and enhance expected returns.

  • Stocks

Working with your Investment advisor we will create a personalized approach towards your investments. Looking at your age and risk tolerance finding the right asset mix will be a big step towards achieving your long term investment goals.

  • Options

Options can be an effective way in increase returns, reduce risk and or increase income. Options involve risk and are not suitable for all investors.

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

(Florida Residents Only)
Options

Options can be an effective way in increase returns, reduce risk and or increase income. Options involve risk and are not suitable for all investors.

Commodities

Often overlooked, commodities can add to expected overall portfolio returns. Commodities add diversification and a hedge against inflation. Annual return data studied from 1970 to 2004 showed that during that 35 yr period commodities provided the highest returns. Commodities also had a negative correlation to the other asset classes. They tend to produce relatively high returns when traditional assets performed poorly.

Related Services

Location

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